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First Pacific Financial’s X-Energy Inc XE Stock Holding History

First Pacific Financial’s Portfolio XE Stock Details XE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.8K Hold
900
– – ﹤0.01% 386
2026
Q2 		$16.5K Buy
+900
New +$23.3K ﹤0.01% 335

Other funds holding XE

SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

First Pacific Financial's XE Position: Q3 2026 in Review

First Pacific Financial held its X-Energy Inc (XE) position steady in Q3 2026 at 900 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

First Pacific Financial first reported a position in XE in Q2 2026 and has held it in 2 quarters since. The position peaked at $16.5K in Q2 2026. 15 funds tracked by Wall St. Rank hold XE as of Q3 2026.

  • First Pacific Financial held 900 shares of X-Energy Inc worth $12.8K as of Q3 2026.
  • First Pacific Financial left its X-Energy Inc share count unchanged in Q3 2026.
  • X-Energy Inc made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #386 holding.
  • First Pacific Financial first reported a position in X-Energy Inc in Q2 2026 and has held it in 2 quarters since.
  • First Pacific Financial's X-Energy Inc position peaked at $16.5K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held X-Energy Inc as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.