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XYF — X FINL

Reported value held$3.54M
Funds holding (latest)17
SectorFinancials
Funds holding (Q2 2026)6
Institutional value$1.68M · 346.66K sh
New / Add / Cut / Exit1 / 4 / 1 / 4
Top-5 / Top-10 concentration99.9% / 100.0%
Institutional holdings change Reducing -20.1% (-87.14K sh)
Institutional value change Down -5.9%

As of Q2 2026, 6 SEC-registered investment managers reported holding XYF (X FINL) in their latest 13F filings, with a combined reported value of $1.68M across 346.66K shares. That is -20.1% by share count (-87.14K shares) versus the previous quarter, while reported value moved -5.9%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 1 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

XYF is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Two Sigma Investments history Q2 2026 190.78K $923.38K 0.00% Add
Hillhouse Capital (HHLR Advisors) history Q1 2025 50.00K $719.50K 0.02% New
Citadel Advisors history Q2 2026 79.35K $384.05K 0.00% Add
Renaissance Technologies history Q1 2026 85.04K $350.37K 0.00% New
Goldman Sachs Group history Q2 2024 57.41K $247.45K 0.00% Reduce
Marshall Wace history Q4 2025 43.34K $242.72K 0.00% Reduce
UBS Group AG history Q2 2026 48.20K $233.28K 0.00% Add
Greenwoods Asset Management history Q2 2023 32.63K $143.23K 0.01% Reduce
JPMorgan Chase & Co history Q2 2026 22.84K $114.44K 0.00% New
Millennium Management history Q4 2025 16.00K $89.61K 0.00% New
Invesco Ltd history Q1 2026 14.47K $59.60K 0.00% Reduce
Morgan Stanley history Q2 2026 5.11K $24.74K 0.00% Reduce
PNC Financial Services history Q2 2025 410 $7.16K 0.00% New
Citigroup Inc history Q2 2026 379 $1.83K 0.00% Add
BlackRock Inc history Q1 2026 266 $1.10K 0.00% Reduce
Bank of America Corp history Q4 2025 47 $263 0.00% Reduce
Wells Fargo & Co history Q1 2026 1 $4 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 17 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Two Sigma Investments 45.77K — — — — — — — — — — — — — — — — 107.45K 171.51K 190.78K
Citadel Advisors — — — — — — 11.32K — 23.99K 10.06K 11.86K — — 13.38K 11.48K 57.93K — 141.73K 14.02K 79.35K
UBS Group AG 2.97K 3.36K — — 854 — 338 — — — 153 — 6.60K 15 166.65K 42.70K 36.19K 33.31K 44.06K 48.20K
JPMorgan Chase & Co — — — — — — — — 698 — — — — — — — 64.12K 42.06K — 22.84K
Morgan Stanley 31.61K 4.87K 4.87K 6.07K 6.08K 6.07K 6.27K 7.75K 13.97K 14.10K 32.00K 32.30K 37.70K 32.67K 101.19K 269.34K 218.94K 161.42K 104.43K 5.11K
Citigroup Inc — — — 4.94K — — — — — — — — — 10.56K — — 17.34K 23.66K 3 379
BlackRock Inc — — — — — — — — — — — — — — 4.84K 9.09K 9.15K 7.18K 266 —
Renaissance Technologies 162.95K 135.07K 132.38K 133.38K 120.38K 111.17K 105.67K 110.69K 99.67K 95.58K 92.67K 92.08K 86.58K 84.38K 84.17K 83.97K 81.88K — 85.04K —
Bank of America Corp — — — — — — — — — — — — — — — 6.50K 97 47 — —
Invesco Ltd — — — — — — — — 20.57K — — — — — — 13.70K 17.72K 15.51K 14.47K —
Marshall Wace 29.68K — — — — — — — — — — — — — 64.92K — 261.75K 43.34K — —
Millennium Management 13.68K — — — — — — — — — — — — — — — — 16.00K — —
Wells Fargo & Co — — — — — — — — — — — — — 250 — 36.06K 32.63K 1 1 —
Hillhouse Capital (HHLR Advisors) — — — — — — — — — — — — — — 50.00K — — — — —
Greenwoods Asset Management 185.40K 84.28K 70.20K 70.20K 70.20K 70.20K 70.20K 32.63K — — — — — — — — — — — —
Goldman Sachs Group 71.14K 69.16K 69.03K 69.06K 69.06K 65.60K 65.60K 65.60K 66.33K 64.23K 63.15K 57.41K — — — — — — — —
PNC Financial Services — — — — — — — — — — — — — — — 410 — — — —

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