Larson Financial Group’s X Financial XYF Stock Holding History

Larson Financial 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
2025 Q4	–	Sell	-400	Closed	-$5.5K	–	3694
2025 Q3	$5.5K	Hold	400	–	–	﹤0.01%	2321
2025 Q2	$6.98K	Hold	400	–	–	﹤0.01%	1960
2025 Q1	$5.76K	Hold	400	–	–	﹤0.01%	1843
2024 Q4	$3.33K	Hold	400	–	–	﹤0.01%	1761
2024 Q3	$2.64K	Hold	400	–	–	﹤0.01%	1808
2024 Q2	$1.72K	Hold	400	–	–	﹤0.01%	1613
2024 Q1	$1.54K	Hold	400	–	–	﹤0.01%	1392
2023 Q4	$1.46K	Hold	400	–	–	﹤0.01%	1408
2023 Q3	$1.64K	Hold	400	–	–	﹤0.01%	1397
2023 Q2	$1.76K	Hold	400	–	–	﹤0.01%	1286
2023 Q1	$1.25K	Hold	400	–	–	﹤0.01%	1316
2022 Q4	$1.21K	Hold	400	–	–	﹤0.01%	1264
2022 Q3	$1K	Hold	400	–	–	﹤0.01%	1263
2022 Q2	$1K	Hold	400	–	–	﹤0.01%	1162
2022 Q1	$1K	Hold	400	–	–	﹤0.01%	1013
2021 Q4	$1K	Buy	+400	New	+$1.69K	﹤0.01%	1052

Other funds holding XYF

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

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

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

OSAM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Larson Financial Group's XYF Position: Q4 2025 in Review

Larson Financial Group sold out of X Financial (XYF) in Q4 2025, closing a stake of 400 shares — an estimated $5.5K sold.

Larson Financial Group first reported a position in XYF in Q4 2021 and held it in 16 quarters. The position peaked at $6.98K in Q2 2025. 44 funds tracked by Wall St. Rank hold XYF as of Q4 2025.

Larson Financial Group reported no remaining X Financial position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 400 X Financial shares in Q4 2025, an estimated $5.5K.
Larson Financial Group first reported a position in X Financial in Q4 2021 and held it in 16 quarters.
Larson Financial Group's X Financial position peaked at $6.98K in Q2 2025.
44 funds tracked by Wall St. Rank held X Financial as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.