APFP
XP icon

Action Point Financial Planning’s XP XP Stock Holding History

Action Point Financial Planning’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33K Buy
+83
New +$1.48K ﹤0.01% 2395

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Action Point Financial Planning's XP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in XP (XP) in Q2 2026: 83 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #2395 among its holdings.

319 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Action Point Financial Planning held 83 shares of XP worth $1.33K as of Q2 2026.
  • XP was a new Action Point Financial Planning position in Q2 2026.
  • XP made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2395 holding.
  • 319 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.