PWA
YRD

Physician Wealth Advisors’s Yiren Digital YRD Stock Holding History

Physician Wealth Advisors’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-141
Closed -$837 – 2169
2025
Q3 		$837 Hold
141
– – ﹤0.01% 1671
2025
Q2 		$828 Hold
141
– – ﹤0.01% 1540
2025
Q1 		$971 Hold
141
– – ﹤0.01% 1084
2024
Q4 		$677 Buy
+141
New +$787 ﹤0.01% 1049

Other funds holding YRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

Physician Wealth Advisors's YRD Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Yiren Digital (YRD) in Q4 2025, closing a stake of 141 shares — an estimated $837 sold.

Physician Wealth Advisors first reported a position in YRD in Q4 2024 and held it in 4 quarters. The position peaked at $971 in Q1 2025. 35 funds tracked by Wall St. Rank hold YRD as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Yiren Digital position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 141 Yiren Digital shares in Q4 2025, an estimated $837.
  • Physician Wealth Advisors first reported a position in Yiren Digital in Q4 2024 and held it in 4 quarters.
  • Physician Wealth Advisors's Yiren Digital position peaked at $971 in Q1 2025.
  • 35 funds tracked by Wall St. Rank held Yiren Digital as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.