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YB — YUANBAO INC

Reported value held$3.98M
Funds holding (latest)9
SectorFinancials
Funds holding (Q2 2026)7
Institutional value$3.61M · 236.99K sh
New / Add / Cut / Exit4 / 0 / 3 / 0
Top-5 / Top-10 concentration92.2% / 100.0%
Institutional holdings change Accumulating +33.7% (+59.68K sh)
Institutional value change Up +15.3%

As of Q2 2026, 7 SEC-registered investment managers reported holding YB (YUANBAO INC) in their latest 13F filings, with a combined reported value of $3.61M across 236.99K shares. That is +33.7% by share count (+59.68K shares) versus the previous quarter, while reported value moved +15.3%. Ownership is concentrated: the five largest holders account for 92.2% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

YB 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.

Q2 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Point72 Asset Management history 104.70K $1.60M 0.00% Reduce
Morgan Stanley history 39.99K $609.45K 0.00% Reduce
Millennium Management history 35.32K $538.29K 0.00% New
Citadel Advisors history 19.23K $293.14K 0.00% New
JPMorgan Chase & Co history 19.31K $288.86K 0.00% New
Marshall Wace history 10.91K $166.31K 0.00% New
UBS Group AG history 7.51K $114.48K 0.00% Reduce

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Point72 Asset Management history 115.50K $2.04M 0.00% Add
Morgan Stanley history 41.70K $735.55K 0.00% Reduce
UBS Group AG history 20.11K $354.69K 0.00% Add

Q4 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Point72 Asset Management history 54.50K $1.10M 0.00% New
Morgan Stanley history 52.55K $1.06M 0.00% Reduce
JPMorgan Chase & Co history 20.67K $418.69K 0.00% Reduce
Citadel Advisors history 14.66K $297.09K 0.00% New
Bank of America Corp history 186 $3.77K 0.00% New
UBS Group AG history 5 $101 0.00% Reduce

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 152.31K $2.99M 0.00% Add
JPMorgan Chase & Co history 33.23K $652.56K 0.00% Add
Marshall Wace history 30.51K $599.18K 0.00% New
Renaissance Technologies history 18.70K $367.21K 0.00% New
UBS Group AG history 2.18K $42.81K 0.00% New

Q2 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 30.02K $631.08K 0.00% New
Morgan Stanley history 25.25K $530.84K 0.00% New
JPMorgan Chase & Co history 21.62K $454.43K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025
Point72 Asset Management 104.70K 115.50K 54.50K — —
Morgan Stanley 39.99K 41.70K 52.55K 152.31K 25.25K
Millennium Management 35.32K — — — —
Citadel Advisors 19.23K — 14.66K — 30.02K
JPMorgan Chase & Co 19.31K — 20.67K 33.23K 21.62K
Marshall Wace 10.91K — — 30.51K —
UBS Group AG 7.51K 20.11K 5 2.18K —
Renaissance Technologies — — — 18.70K —
Bank of America Corp — — 186 — —

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