EWA
XYF

EverSource Wealth Advisors’s X Financial XYF Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-10
Closed -$41 – 4559
2026
Q1 		$41 Sell
10
-480
-98% -$2.49K ﹤0.01% 4331
2025
Q4 		$2.74K Sell
490
-239
-33% -$2.42K ﹤0.01% 3379
2025
Q3 		$10K Buy
729
+64
+10% +$985 ﹤0.01% 2818
2025
Q2 		$11.6K Buy
+665
New +$10.2K ﹤0.01% 2707

Other funds holding XYF

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's XYF Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of X Financial (XYF) in Q2 2026, closing a stake of 10 shares — an estimated $41 sold.

EverSource Wealth Advisors first reported a position in XYF in Q2 2025 and held it in 4 quarters. The position peaked at $11.6K in Q2 2025. 22 funds tracked by Wall St. Rank hold XYF as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining X Financial position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 X Financial shares in Q2 2026, an estimated $41.
  • EverSource Wealth Advisors first reported a position in X Financial in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's X Financial position peaked at $11.6K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held X Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.