Valley National Advisers’s X Financial XYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-300
Closed -$5K 906
2025
Q2
$5K Buy
+300
New +$4.6K ﹤0.01% 659

Other funds holding XYF

Valley National Advisers's XYF Position: Q3 2025 in Review

Valley National Advisers sold out of X Financial (XYF) in Q3 2025, closing a stake of 300 shares — an estimated $5K sold.

Valley National Advisers first reported a position in XYF in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 39 funds tracked by Wall St. Rank hold XYF as of Q3 2025.

  • Valley National Advisers reported no remaining X Financial position as of Q3 2025 after selling out during the quarter.
  • Valley National Advisers sold 300 X Financial shares in Q3 2025, an estimated $5K.
  • Valley National Advisers first reported a position in X Financial in Q2 2025 and held it in 1 quarter.
  • Valley National Advisers's X Financial position peaked at $5K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held X Financial as of Q3 2025.

Based on Valley National Advisers's 13F filing for Q3 2025, filed 17 Oct 2025.