NFJ Investment Group’s Full Truck Alliance YMM Stock Holding History

NFJ Investment Group’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
2025 Q4	–	Sell	-35,221	Closed	-$457K	–	300
2025 Q3	$457K	Sell	35,221 -2,055	-6%	-$25.5K	0.02%	217
2025 Q2	$440K	Sell	37,276 -549	-1%	-$6.39K	0.02%	247
2025 Q1	$483K	Sell	37,825 -1,271	-3%	-$15.3K	0.02%	256
2024 Q4	$423K	Sell	39,096 -5,292	-12%	-$51.6K	0.01%	254
2024 Q3	$400K	Sell	44,388 -5,663	-11%	-$43.4K	0.01%	257
2024 Q2	$402K	Buy	+50,051	New	+$426K	0.01%	233

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

ASI

All-Stars Investment Hong Kong $199M AUM 30.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NFJ Investment Group's YMM Position: Q4 2025 in Review

NFJ Investment Group sold out of Full Truck Alliance (YMM) in Q4 2025, closing a stake of 35,221 shares — an estimated $457K sold.

NFJ Investment Group first reported a position in YMM in Q2 2024 and held it in 6 quarters. The position peaked at $483K in Q1 2025. 211 funds tracked by Wall St. Rank hold YMM as of Q4 2025.

NFJ Investment Group reported no remaining Full Truck Alliance position as of Q4 2025 after selling out during the quarter.
NFJ Investment Group sold 35,221 Full Truck Alliance shares in Q4 2025, an estimated $457K.
NFJ Investment Group first reported a position in Full Truck Alliance in Q2 2024 and held it in 6 quarters.
NFJ Investment Group's Full Truck Alliance position peaked at $483K in Q1 2025.
211 funds tracked by Wall St. Rank held Full Truck Alliance as of Q4 2025.

Based on NFJ Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.