Morgan Stanley
XYF

Morgan Stanley’s X Financial XYF Stock Holding History

Morgan Stanley’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 		$24.7K Sell
5,111
-99,322
-95% -$474K ﹤0.01% 6737
2026
Q1 		$430K Sell
104,433
-56,987
-35% -$296K ﹤0.01% 5552
2025
Q4 		$904K Sell
161,420
-57,518
-26% -$582K ﹤0.01% 5232
2025
Q3 		$3.01M Sell
218,938
-50,403
-19% -$776K ﹤0.01% 4525
2025
Q2 		$4.7M Buy
269,341
+168,156
+166% +$2.58M ﹤0.01% 4102
2025
Q1 		$1.46M Buy
101,185
+68,513
+210% +$679K ﹤0.01% 4800
2024
Q4 		$272K Sell
32,672
-5,024
-13% -$35.7K ﹤0.01% 5673
2024
Q3 		$249K Buy
37,696
+5,396
+17% +$24.8K ﹤0.01% 5670
2024
Q2 		$139K Buy
32,300
+300
+0.9% +$1.2K ﹤0.01% 5833
2024
Q1 		$124K Buy
32,000
+17,900
+127% +$73.7K ﹤0.01% 5909
2023
Q4 		$51.6K Buy
14,100
+129
+0.9% +$505 ﹤0.01% 6150
2023
Q3 		$57.1K Buy
13,971
+6,216
+80% +$27K ﹤0.01% 6113
2023
Q2 		$34K Buy
7,755
+1,483
+24% +$5.34K ﹤0.01% 6362
2023
Q1 		$19.6K Buy
6,272
+201
+3% +$678 ﹤0.01% 6637
2022
Q4 		$18.3K Sell
6,071
-6
-0.1% -$13 ﹤0.01% 6727
2022
Q3 		$14K Buy
6,077
+6
+0.1% +$16 ﹤0.01% 6959
2022
Q2 		$16K Buy
6,071
+1,203
+25% +$3.28K ﹤0.01% 7078
2022
Q1 		$13K Hold
4,868
– – ﹤0.01% 7320
2021
Q4 		$15K Sell
4,868
-26,738
-85% -$113K ﹤0.01% 7328
2021
Q3 		$131K Buy
31,606
+31,309
+10,542% +$215K ﹤0.01% 6218
2021
Q2 		$4K Hold
297
– – ﹤0.01% 7453
2021
Q1 		$1K Hold
297
– – ﹤0.01% 7390
2020
Q4 		$1K Buy
+297
New +$644 ﹤0.01% 6977
2020
Q3 		– Sell
-2
Closed – – 6840
2020
Q2 		$0 Sell
2
-197
-99% -$533 ﹤0.01% 6737
2020
Q1 		$1K Sell
199
-30
-13% -$121 ﹤0.01% 6497
2019
Q4 		$1K Sell
229
-1,855
-89% -$10.5K ﹤0.01% 6596
2019
Q3 		$14K Buy
+2,084
New +$18.1K ﹤0.01% 6115
2018
Q4 		– Sell
-171,002
Closed -$4.62M – 6752
2018
Q3 		$4.62M Buy
+171,002
New +$5M ﹤0.01% 3268

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley's XYF Position: Q2 2026 in Review

Morgan Stanley reduced its X Financial (XYF) stake by 95% in Q2 2026, selling an estimated $474K and leaving 5,111 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6737.

Morgan Stanley first reported a position in XYF in Q3 2018 and has held it in 28 quarters since. The position peaked at $4.7M in Q2 2025. 23 funds tracked by Wall St. Rank hold XYF as of Q2 2026.

  • Morgan Stanley held 5,111 shares of X Financial worth $24.7K as of Q2 2026.
  • Morgan Stanley sold 99,322 X Financial shares in Q2 2026, an estimated $474K.
  • X Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6737 holding.
  • Morgan Stanley first reported a position in X Financial in Q3 2018 and has held it in 28 quarters since.
  • Morgan Stanley's X Financial position peaked at $4.7M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held X Financial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.