Caprock Group’s X Financial XYF Stock Holding History

Caprock Group’s Portfolio XYF Stock Details XYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,068	Closed	-$78.8K	–	1317
2025 Q4	$78.8K	Buy	14,068 +3,854	+38%	+$39K	﹤0.01%	1164
2025 Q3	$155K	Buy	+10,214	New	+$157K	﹤0.01%	1082

Other funds holding XYF

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caprock Group's XYF Position: Q1 2026 in Review

Caprock Group sold out of X Financial (XYF) in Q1 2026, closing a stake of 14,068 shares — an estimated $78.8K sold.

Caprock Group first reported a position in XYF in Q3 2025 and held it in 2 quarters. The position peaked at $155K in Q3 2025. 30 funds tracked by Wall St. Rank hold XYF as of Q1 2026.

Caprock Group reported no remaining X Financial position as of Q1 2026 after selling out during the quarter.
Caprock Group sold 14,068 X Financial shares in Q1 2026, an estimated $78.8K.
Caprock Group first reported a position in X Financial in Q3 2025 and held it in 2 quarters.
Caprock Group's X Financial position peaked at $155K in Q3 2025.
30 funds tracked by Wall St. Rank held X Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.