XML Financial’s Futu Holdings FUTU Stock Holding History

XML Financial’s Portfolio FUTU Stock Details FUTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,900	Closed	-$260K	–	454
2026 Q1	$260K	Sell	1,900 -370	-16%	-$57.5K	0.02%	363
2025 Q4	$373K	Buy	2,270 +430	+23%	+$73.8K	0.03%	303
2025 Q3	$320K	Buy	+1,840	New	+$306K	0.03%	304

Other funds holding FUTU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

XML Financial's FUTU Position: Q2 2026 in Review

XML Financial sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 1,900 shares — an estimated $260K sold.

XML Financial first reported a position in FUTU in Q3 2025 and held it in 3 quarters. The position peaked at $373K in Q4 2025. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

XML Financial reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
XML Financial sold 1,900 Futu Holdings shares in Q2 2026, an estimated $260K.
XML Financial first reported a position in Futu Holdings in Q3 2025 and held it in 3 quarters.
XML Financial's Futu Holdings position peaked at $373K in Q4 2025.
320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.