Ownership history in Caprock Group, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in X FINL (XYF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 14,068 | +3,854 | +37.7% | 0.00% | $79K | $5.60 |
| 2025 Q3 | INITIATED | 10,214 | — | — | 0.00% | $155K | $13.76 |
As of 2025 Q4 — sorted by position size