B. Metzler seel. Sohn & Co’s Full Truck Alliance YMM Stock Holding History

B. Metzler seel. Sohn & Co’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-216,446	Closed	-$1.8M	–	737
2026 Q1	$1.8M	Sell	216,446 -82,942	-28%	-$789K	0.02%	417
2025 Q4	$3.21M	Buy	299,388 +95,995	+47%	+$1.15M	0.03%	292
2025 Q3	$2.64M	Buy	+203,393	New	+$2.52M	0.02%	332

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

B. Metzler seel. Sohn & Co's YMM Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co sold out of Full Truck Alliance (YMM) in Q2 2026, closing a stake of 216,446 shares — an estimated $1.8M sold.

B. Metzler seel. Sohn & Co first reported a position in YMM in Q3 2025 and held it in 3 quarters. The position peaked at $3.21M in Q4 2025. 247 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

B. Metzler seel. Sohn & Co reported no remaining Full Truck Alliance position as of Q2 2026 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 216,446 Full Truck Alliance shares in Q2 2026, an estimated $1.8M.
B. Metzler seel. Sohn & Co first reported a position in Full Truck Alliance in Q3 2025 and held it in 3 quarters.
B. Metzler seel. Sohn & Co's Full Truck Alliance position peaked at $3.21M in Q4 2025.
247 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.