National Bank of Canada’s Full Truck Alliance YMM Stock Holding History

National Bank of Canada’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.37M	Buy	+406,044	New	+$3.86M	﹤0.01%	956
2025 Q4	–	Sell	-2,757,300	Closed	-$35.8M	–	3178
2025 Q3	$35.8M	Buy	2,757,300 +1,547,800	+128%	+$19.2M	0.04%	356
2025 Q2	$14.3M	Buy	1,209,500 +1,182,043	+4,305%	+$13.8M	0.01%	666
2025 Q1	$351K	Buy	+27,457	New	+$331K	﹤0.01%	1398
2024 Q3	–	Sell	-139,100	Closed	-$1.09M	–	3075
2024 Q2	$1.09M	Buy	+139,100	New	+$1.18M	﹤0.01%	1045

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

National Bank of Canada's YMM Position: Q1 2026 in Review

National Bank of Canada opened a new position in Full Truck Alliance (YMM) in Q1 2026: 406,044 shares worth $3.37M. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: National Bank of Canada previously reported a position in YMM as recently as Q3 2025.

National Bank of Canada first reported a position in YMM in Q2 2024 and has held it in 5 quarters since. The position peaked at $35.8M in Q3 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

National Bank of Canada held 406,044 shares of Full Truck Alliance worth $3.37M as of Q1 2026.
Full Truck Alliance was a new National Bank of Canada position in Q1 2026.
Full Truck Alliance made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #956 holding.
National Bank of Canada first reported a position in Full Truck Alliance in Q2 2024 and has held it in 5 quarters since.
National Bank of Canada's Full Truck Alliance position peaked at $35.8M in Q3 2025.
202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.