SG Americas Securities
YMM icon

SG Americas Securities’s Full Truck Alliance YMM Stock Holding History

SG Americas Securities’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
Q2 		$6.05M Sell
744,771
-208,037
-22% -$1.77M ﹤0.01% 1021
2026
Q1 		$7.91M Sell
952,808
-193,612
-17% -$1.84M 0.01% 873
2025
Q4 		$12.3M Buy
1,146,420
+965,601
+534% +$11.6M 0.02% 672
2025
Q3 		$2.35M Sell
180,819
-2,227,777
-92% -$27.6M 0.01% 861
2025
Q2 		$28.4M Sell
2,408,596
-55,216
-2% -$643K 0.12% 126
2025
Q1 		$31.5M Buy
2,463,812
+1,748,386
+244% +$21.1M 0.1% 134
2024
Q4 		$7.74M Sell
715,426
-484,759
-40% -$4.73M 0.03% 266
2024
Q3 		$10.8M Buy
+1,200,185
New +$9.21M 0.04% 260

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

SG Americas Securities's YMM Position: Q2 2026 in Review

SG Americas Securities reduced its Full Truck Alliance (YMM) stake by 22% in Q2 2026, selling an estimated $1.77M and leaving 744,771 shares worth $6.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

SG Americas Securities first reported a position in YMM in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.5M in Q1 2025. 246 funds tracked by Wall St. Rank hold YMM as of Q2 2026.

  • SG Americas Securities held 744,771 shares of Full Truck Alliance worth $6.05M as of Q2 2026.
  • SG Americas Securities sold 208,037 Full Truck Alliance shares in Q2 2026, an estimated $1.77M.
  • Full Truck Alliance made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1021 holding.
  • SG Americas Securities first reported a position in Full Truck Alliance in Q3 2024 and has held it in 8 quarters since.
  • SG Americas Securities's Full Truck Alliance position peaked at $31.5M in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Full Truck Alliance as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.