AGF Management’s XPO XPO Stock Holding History

AGF Management’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$127M	Buy	618,651 +612,251	+9,566%	+$130M	0.49%	54
2026 Q1	$1.25M	Hold	6,400	–	–	0.01%	515
2025 Q4	$870K	Hold	6,400	–	–	﹤0.01%	570
2025 Q3	$827K	Buy	+6,400	New	+$831K	﹤0.01%	574

Other funds holding XPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AGF Management's XPO Position: Q2 2026 in Review

AGF Management increased its XPO (XPO) stake by 9,566% in Q2 2026, buying an estimated $130M and bringing the position to 618,651 shares worth $127M. The position accounts for 0.49% of the portfolio, ranked #54.

AGF Management first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

AGF Management held 618,651 shares of XPO worth $127M as of Q2 2026.
AGF Management bought 612,251 XPO shares in Q2 2026, an estimated $130M.
XPO made up 0.49% of AGF Management's portfolio in Q2 2026, its #54 holding.
AGF Management first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.