MSU
XFIN

Mizuho Securities USA’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Mizuho Securities USA’s Portfolio XFIN Stock Details XFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-353,307
Closed -$3.76M – 184
2023
Q4 		$3.76M Buy
353,307
+18,307
+5% +$195K 0.09% 61
2023
Q3 		$3.56M Buy
+335,000
New +$3.52M 0.11% 76

Other funds holding XFIN

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Mizuho Securities USA's XFIN Position: Q1 2024 in Review

Mizuho Securities USA sold out of ExcelFin Acquisition Corp Class A Common Stock (XFIN) in Q1 2024, closing a stake of 353,307 shares — an estimated $3.76M sold.

Mizuho Securities USA first reported a position in XFIN in Q3 2023 and held it in 2 quarters. The position peaked at $3.76M in Q4 2023. 15 funds tracked by Wall St. Rank hold XFIN as of Q1 2024.

  • Mizuho Securities USA reported no remaining ExcelFin Acquisition Corp Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Mizuho Securities USA sold 353,307 ExcelFin Acquisition Corp Class A Common Stock shares in Q1 2024, an estimated $3.76M.
  • Mizuho Securities USA first reported a position in ExcelFin Acquisition Corp Class A Common Stock in Q3 2023 and held it in 2 quarters.
  • Mizuho Securities USA's ExcelFin Acquisition Corp Class A Common Stock position peaked at $3.76M in Q4 2023.
  • 15 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Class A Common Stock as of Q1 2024.

Based on Mizuho Securities USA's 13F filing for Q1 2024, filed 10 May 2024.