AWM
LX

Alterna Wealth Management’s LexinFintech Holdings LX Stock Holding History

Alterna Wealth Management’s Portfolio LX Stock Details LX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.6K Hold
15,000
– – 0.02% 109
2026
Q1 		$32.7K Hold
15,000
– – 0.02% 105
2025
Q4 		$49K Hold
15,000
– – 0.04% 101
2025
Q3 		$80K Hold
15,000
– – 0.07% 96
2025
Q2 		$108K Buy
+15,000
New +$116K 0.09% 104
2024
Q2 		– Sell
-10,000
Closed -$18K – 111
2024
Q1 		$18K Buy
+10,000
New +$18.5K 0.01% 95

Other funds holding LX

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Alterna Wealth Management's LX Position: Q2 2026 in Review

Alterna Wealth Management held its LexinFintech Holdings (LX) position steady in Q2 2026 at 15,000 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #109.

Alterna Wealth Management first reported a position in LX in Q1 2024 and has held it in 6 quarters since. The position peaked at $108K in Q2 2025. 10 funds tracked by Wall St. Rank hold LX as of Q2 2026.

  • Alterna Wealth Management held 15,000 shares of LexinFintech Holdings worth $29.6K as of Q2 2026.
  • Alterna Wealth Management left its LexinFintech Holdings share count unchanged in Q2 2026.
  • LexinFintech Holdings made up 0.02% of Alterna Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Alterna Wealth Management first reported a position in LexinFintech Holdings in Q1 2024 and has held it in 6 quarters since.
  • Alterna Wealth Management's LexinFintech Holdings position peaked at $108K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held LexinFintech Holdings as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.