AF
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Allworth Financial’s XPO XPO Stock Holding History

Allworth Financial’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 		$172K Sell
839
-43
-5% -$9.1K ﹤0.01% 1579
2026
Q1 		$172K Buy
882
+72
+9% +$12.9K ﹤0.01% 1496
2025
Q4 		$110K Buy
810
+74
+10% +$10.1K ﹤0.01% 1693
2025
Q3 		$95.1K Buy
736
+26
+4% +$3.37K ﹤0.01% 1712
2025
Q2 		$89.7K Buy
710
+11
+2% +$1.23K ﹤0.01% 1604
2025
Q1 		$72.5K Sell
699
-37
-5% -$4.7K ﹤0.01% 1384
2024
Q4 		$101K Buy
736
+12
+2% +$1.62K ﹤0.01% 1262
2024
Q3 		$77.8K Sell
724
-80
-10% -$8.95K ﹤0.01% 1197
2024
Q2 		$90.8K Buy
804
+64
+9% +$7.17K ﹤0.01% 1112
2024
Q1 		$90.3K Buy
740
+184
+33% +$19.7K ﹤0.01% 1057
2023
Q4 		$48.7K Buy
556
+7
+1% +$570 ﹤0.01% 1215
2023
Q3 		$41K Hold
549
– – ﹤0.01% 1192
2023
Q2 		$32.4K Hold
549
– – ﹤0.01% 1288
2023
Q1 		$17.5K Buy
549
+30
+6% +$1.08K ﹤0.01% 1539
2022
Q4 		$17.3K Buy
519
+102
+24% +$3.44K ﹤0.01% 1432
2022
Q3 		$11K Sell
417
-10
-2% -$311 ﹤0.01% 1641
2022
Q2 		$12K Sell
427
-549
-56% -$17.5K ﹤0.01% 1515
2022
Q1 		$42K Buy
976
+594
+155% +$24.8K ﹤0.01% 958
2021
Q4 		$18K Hold
382
– – ﹤0.01% 1171
2021
Q3 		$18K Sell
382
-274
-42% -$13.7K ﹤0.01% 1080
2021
Q2 		$32K Hold
656
– – ﹤0.01% 731
2021
Q1 		$28K Hold
656
– – ﹤0.01% 708
2020
Q4 		$27K Buy
+656
New +$23.8K ﹤0.01% 601

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allworth Financial's XPO Position: Q2 2026 in Review

Allworth Financial reduced its XPO (XPO) stake by 4.9% in Q2 2026, selling an estimated $9.1K and leaving 839 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Allworth Financial first reported a position in XPO in Q4 2020 and has held it in 23 quarters since. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Allworth Financial held 839 shares of XPO worth $172K as of Q2 2026.
  • Allworth Financial sold 43 XPO shares in Q2 2026, an estimated $9.1K.
  • XPO made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1579 holding.
  • Allworth Financial first reported a position in XPO in Q4 2020 and has held it in 23 quarters since.
  • 746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.