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Mark Sheptoff Financial Planning’s Qfin Holdings QFIN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio QFIN Stock Details QFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$13.5K – 527
2025
Q1 		$13.5K Buy
+300
New +$12.4K 0.01% 289

Other funds holding QFIN

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
OCM
OLP Capital Management Causeway Bay, Hong Kong $400M AUM 17.8% 1-Year Est. Return
FCCPG
FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.25B AUM 18.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Mark Sheptoff Financial Planning's QFIN Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Qfin Holdings (QFIN) in Q2 2025, closing a stake of 300 shares — an estimated $13.5K sold.

Mark Sheptoff Financial Planning first reported a position in QFIN in Q1 2025 and held it in 1 quarter. The position peaked at $13.5K in Q1 2025. 290 funds tracked by Wall St. Rank hold QFIN as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining Qfin Holdings position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Qfin Holdings shares in Q2 2025, an estimated $13.5K.
  • Mark Sheptoff Financial Planning first reported a position in Qfin Holdings in Q1 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Qfin Holdings position peaked at $13.5K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held Qfin Holdings as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.