Ameriprise
XP icon

Ameriprise’s XP XP Stock Holding History

Ameriprise’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 		$11.1M Buy
685,449
+103,582
+18% +$1.85M ﹤0.01% 1983
2026
Q1 		$11.1M Buy
581,867
+34,387
+6% +$665K ﹤0.01% 1855
2025
Q4 		$8.96M Sell
547,480
-1,328,509
-71% -$23.4M ﹤0.01% 1999
2025
Q3 		$35.3M Sell
1,875,989
-295,889
-14% -$5.31M 0.01% 1068
2025
Q2 		$43.9M Buy
2,171,878
+592,212
+37% +$10.2M 0.01% 930
2025
Q1 		$21.7M Buy
1,579,666
+249,767
+19% +$3.44M 0.01% 1257
2024
Q4 		$15.7M Buy
1,329,899
+110,948
+9% +$1.75M ﹤0.01% 1495
2024
Q3 		$21.4M Buy
1,218,951
+22,431
+2% +$409K 0.01% 1295
2024
Q2 		$21M Buy
1,196,520
+181,286
+18% +$3.75M 0.01% 1249
2024
Q1 		$26M Buy
1,015,234
+30,672
+3% +$769K 0.01% 1145
2023
Q4 		$25.7M Buy
984,562
+960,164
+3,935% +$21.9M 0.01% 1115
2023
Q3 		$563K Buy
24,398
+607
+3% +$15.2K ﹤0.01% 3359
2023
Q2 		$558K Sell
23,791
-20,495
-46% -$348K ﹤0.01% 3395
2023
Q1 		$526K Sell
44,286
-884,066
-95% -$12.6M ﹤0.01% 3416
2022
Q4 		$14.2M Sell
928,352
-1,302,980
-58% -$22.8M ﹤0.01% 1448
2022
Q3 		$42.4M Sell
2,231,332
-25,244
-1% -$501K 0.02% 763
2022
Q2 		$40.5M Buy
2,256,576
+122,159
+6% +$2.81M 0.01% 813
2022
Q1 		$64.2M Buy
2,134,417
+164,705
+8% +$5.14M 0.02% 692
2021
Q4 		$56.6M Buy
1,969,712
+211,065
+12% +$6.87M 0.02% 784
2021
Q3 		$70.6M Buy
1,758,647
+45,763
+3% +$2.04M 0.02% 625
2021
Q2 		$74.6M Buy
1,712,884
+68,898
+4% +$2.85M 0.02% 630
2021
Q1 		$61.9M Buy
1,643,986
+13,133
+0.8% +$561K 0.02% 687
2020
Q4 		$64.7M Buy
1,630,853
+531,036
+48% +$21.7M 0.02% 630
2020
Q3 		$45.8M Buy
1,099,817
+292,759
+36% +$13.4M 0.02% 679
2020
Q2 		$33.9M Sell
807,058
-803,335
-50% -$24.6M 0.01% 773
2020
Q1 		$31M Sell
1,610,393
-883,741
-35% -$29.9M 0.02% 725
2019
Q4 		$95.9M Buy
+2,494,134
New +$93.6M 0.04% 430

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

Ameriprise's XP Position: Q2 2026 in Review

Ameriprise increased its XP (XP) stake by 18% in Q2 2026, buying an estimated $1.85M and bringing the position to 685,449 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Ameriprise first reported a position in XP in Q4 2019 and has held it in 27 quarters since. The position peaked at $95.9M in Q4 2019. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Ameriprise held 685,449 shares of XP worth $11.1M as of Q2 2026.
  • Ameriprise bought 103,582 XP shares in Q2 2026, an estimated $1.85M.
  • XP made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1983 holding.
  • Ameriprise first reported a position in XP in Q4 2019 and has held it in 27 quarters since.
  • Ameriprise's XP position peaked at $95.9M in Q4 2019.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.