XY
XYF
X Financial
$4.72
-0.63%
$260.2M
No data for this timeframe.
Vol
Market Cap$260.2M
Cap SizeMicro Cap
Inst. Holders4 funds
Inst. Value$1.5M
Inst. Activity1 buys / 4 sells
Recent Activity
Inst.
MORGAN STANLEY — TRIM
161,420 shares ($904.0K)
Inst.
TWO SIGMA INVESTMENTS, LP — NEW
107,447 shares ($601.7K)
Mar 19, 2026
earnings_calendar
XYF Q4 2025 Earnings Scheduled — 2026-03-19
Analyst Ratings
0Strong Buy
0Buy
3Hold
4Sell
1Strong Sell
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $904.0K | TRIM |
| TWO SIGMA INVESTMENTS, LP | $601.7K | NEW |
| BANK OF AMERICA CORP | $263.00 | TRIM |
| WELLS FARGO & COMPANY/MN | $6.00 | NEAR_EXIT |
4 institutional holders with $1.5M total value (268,915 shares) as of 2025-Q4. Top holders: MORGAN, TWO, BANK. Net selling activity: 4 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 161,420 | $904.0K | 60.0% | TRIM -26.3% |
| 2 | TWO SIGMA INVESTMENTS, LP | 107,447 | $601.7K | 40.0% | NEW |
| 3 | BANK OF AMERICA CORP /DE/ | 47 | $263.00 | 0.0% | TRIM -51.5% |
| 4 | WELLS FARGO & COMPANY/MN | 1 | $6.00 | 0.0% | NEAR_EXIT -100.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 218,938 | 161,420 | -26.3% | $904.0K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 107,447 | — | $601.7K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 97 | 47 | -51.5% | $263.00 | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 32,634 | 1 | -100.0% | $6.00 | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 81,875 | 0 | -100.0% | $0.00 | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 6,500 | 97 | -98.5% | $1.3K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 101,185 | 269,341 | +166.2% | $4.7M | 2025-Q2 |
| UBS Group AG | TRIM | 166,647 | 42,703 | -74.4% | $745.6K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEW | — | 36,062 | — | $629.6K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 6,500 | — | $113.5K | 2025-Q2 |
| UBS Group AG | DOUBLED | 15 | 166,647 | +1110880.0% | $2.4M | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 32,672 | 101,185 | +209.7% | $1.5M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 13,382 | — | $111.5K | 2024-Q4 |
| UBS Group AG | NEAR_EXIT | 6,598 | 15 | -99.8% | $125.00 | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution: 0% buy across 8 analysts — 0 strong buy, 0 buy, 3 hold, 4 sell, 1 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2021-12-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Dec 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Nov 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Oct 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% | |
| Sep 1, 2021 | 0 | 0 | 3 | 4 | 1 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Mar 19, 2026
earnings_calendar
XYF Q4 2025 Earnings Scheduled — 2026-03-19