Synergy Financial Group’s JD.com JD Stock Holding History

Synergy Financial Group’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Sell	8,717 -46	-0.5%	-$1.3K	0.19%	99
2025 Q4	$251K	Buy	8,763 +378	+5%	+$11.8K	0.18%	99
2025 Q3	$293K	Buy	8,385 +1,122	+15%	+$36.5K	0.2%	90
2025 Q2	$237K	Sell	7,263 -208	-3%	-$7.1K	0.17%	102
2025 Q1	$307K	Hold	7,471	–	–	0.28%	74
2024 Q4	$259K	Hold	7,471	–	–	0.22%	82
2024 Q3	$299K	Buy	+7,471	New	+$205K	0.28%	66
2024 Q2	–	Sell	-7,471	Closed	-$205K	–	83
2024 Q1	$205K	Sell	7,471 -316	-4%	-$7.74K	0.23%	82
2023 Q4	$225K	Sell	7,787 -155	-2%	-$4.2K	0.28%	76
2023 Q3	$231K	Sell	7,942 -128	-2%	-$4.46K	0.32%	70
2023 Q2	$275K	Hold	8,070	–	–	0.37%	59
2023 Q1	$354K	Hold	8,070	–	–	0.58%	45
2022 Q4	$453K	Sell	8,070 -1,604	-17%	-$80.7K	0.89%	29
2022 Q3	$487K	Hold	9,674	–	–	0.73%	43
2022 Q2	$621K	Sell	9,674 -627	-6%	-$36.2K	0.97%	29
2022 Q1	$596K	Buy	10,301 +16	+0.2%	+$1.09K	0.63%	47
2021 Q4	$721K	Buy	+10,285	New	+$814K	0.65%	44

Other funds holding JD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Synergy Financial Group's JD Position: Q1 2026 in Review

Synergy Financial Group reduced its JD.com (JD) stake by 0.52% in Q1 2026, selling an estimated $1.3K and leaving 8,717 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #99.

Synergy Financial Group first reported a position in JD in Q4 2021 and has held it in 17 quarters since. The position peaked at $721K in Q4 2021. 408 funds tracked by Wall St. Rank hold JD as of Q1 2026.

Synergy Financial Group held 8,717 shares of JD.com worth $258K as of Q1 2026.
Synergy Financial Group sold 46 JD.com shares in Q1 2026, an estimated $1.3K.
JD.com made up 0.19% of Synergy Financial Group's portfolio in Q1 2026, its #99 holding.
Synergy Financial Group first reported a position in JD.com in Q4 2021 and has held it in 17 quarters since.
Synergy Financial Group's JD.com position peaked at $721K in Q4 2021.
408 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.