Spire Wealth Management’s LexinFintech Holdings LX Stock Holding History

Spire Wealth Management’s Portfolio LX Stock Details LX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-500	Closed	-$985	–	2260
2026 Q2	$985	Hold	500	–	–	﹤0.01%	2139
2026 Q1	$1.09K	Hold	500	–	–	﹤0.01%	2138
2025 Q4	$1.64K	Hold	500	–	–	﹤0.01%	2135
2025 Q3	$2.66K	Hold	500	–	–	﹤0.01%	2104
2025 Q2	$3.6K	Hold	500	–	–	﹤0.01%	2040
2025 Q1	$5.04K	Sell	500 -500	-50%	-$4.19K	﹤0.01%	2057
2024 Q4	$5.8K	Hold	1,000	–	–	﹤0.01%	2005
2024 Q3	$2.72K	Hold	1,000	–	–	﹤0.01%	1936
2024 Q2	$1.65K	Hold	1,000	–	–	﹤0.01%	2043
2024 Q1	$1.8K	Hold	1,000	–	–	﹤0.01%	2119
2023 Q4	$1.8K	Sell	1,000 -45	-4%	-$86	﹤0.01%	2163
2023 Q3	$2.31K	Hold	1,045	–	–	﹤0.01%	2106
2023 Q2	$2.39K	Buy	1,045 +45	+5%	+$109	﹤0.01%	2166
2023 Q1	$2.71K	Buy	+1,000	New	+$2.89K	﹤0.01%	2191
2022 Q3	–	Sell	-1,000	Closed	-$2K	–	2430
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	2371
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	2335
2021 Q4	$4K	Hold	1,000	–	–	﹤0.01%	2638
2021 Q3	$6K	Hold	1,000	–	–	﹤0.01%	2241
2021 Q2	$12K	Buy	+1,000	New	+$10.1K	﹤0.01%	2062

Other funds holding LX

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

Alterna Wealth Management Houston, Texas $180M AUM 9.58% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Spire Wealth Management's LX Position: Q3 2026 in Review

Spire Wealth Management sold out of LexinFintech Holdings (LX) in Q3 2026, closing a stake of 500 shares — an estimated $985 sold.

Spire Wealth Management first reported a position in LX in Q2 2021 and held it in 19 quarters. The position peaked at $12K in Q2 2021. 9 funds tracked by Wall St. Rank hold LX as of Q3 2026.

Spire Wealth Management reported no remaining LexinFintech Holdings position as of Q3 2026 after selling out during the quarter.
Spire Wealth Management sold 500 LexinFintech Holdings shares in Q3 2026, an estimated $985.
Spire Wealth Management first reported a position in LexinFintech Holdings in Q2 2021 and held it in 19 quarters.
Spire Wealth Management's LexinFintech Holdings position peaked at $12K in Q2 2021.
9 funds tracked by Wall St. Rank held LexinFintech Holdings as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.