O'Shaughnessy Asset Management’s X Financial XYF Stock Holding History

O'Shaughnessy Asset Management’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 Q3	$63.4K	Sell	12,787 -49,794	-80%	-$256K	﹤0.01%	2329
2026 Q2	$303K	Sell	62,581 -69,103	-52%	-$330K	﹤0.01%	1825
2026 Q1	$543K	Sell	131,684 -13,480	-9%	-$69.9K	﹤0.01%	1500
2025 Q4	$813K	Buy	145,164 +26,198	+22%	+$265K	﹤0.01%	1243
2025 Q3	$1.64M	Buy	118,966 +55,031	+86%	+$847K	0.01%	908
2025 Q2	$1.12M	Buy	+63,935	New	+$980K	0.01%	1019

Other funds holding XYF

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $258M AUM 39.79% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13B AUM 35.88% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WealthCollab Bellevue, Washington $291M AUM 18.16% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

O'Shaughnessy Asset Management's XYF Position: Q3 2026 in Review

O'Shaughnessy Asset Management reduced its X Financial (XYF) stake by 80% in Q3 2026, selling an estimated $256K and leaving 12,787 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

O'Shaughnessy Asset Management first reported a position in XYF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.64M in Q3 2025. 17 funds tracked by Wall St. Rank hold XYF as of Q3 2026.

O'Shaughnessy Asset Management held 12,787 shares of X Financial worth $63.4K as of Q3 2026.
O'Shaughnessy Asset Management sold 49,794 X Financial shares in Q3 2026, an estimated $256K.
X Financial made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #2329 holding.
O'Shaughnessy Asset Management first reported a position in X Financial in Q2 2025 and has held it in 6 quarters since.
O'Shaughnessy Asset Management's X Financial position peaked at $1.64M in Q3 2025.
17 funds tracked by Wall St. Rank held X Financial as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.