AFCM
XP icon

Applied Finance Capital Management’s XP XP Stock Holding History

Applied Finance Capital Management’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
2025
Q3 		– Sell
-13,264
Closed -$268K – 329
2025
Q2 		$268K Buy
+13,264
New +$229K 0.02% 269
2024
Q4 		– Sell
-13,215
Closed -$237K – 334
2024
Q3 		$237K Hold
13,215
– – 0.01% 277
2024
Q2 		$232K Buy
+13,215
New +$273K 0.01% 278

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Applied Finance Capital Management's XP Position: Q3 2025 in Review

Applied Finance Capital Management sold out of XP (XP) in Q3 2025, closing a stake of 13,264 shares — an estimated $268K sold.

Applied Finance Capital Management first reported a position in XP in Q2 2024 and held it in 3 quarters. The position peaked at $268K in Q2 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Applied Finance Capital Management reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 13,264 XP shares in Q3 2025, an estimated $268K.
  • Applied Finance Capital Management first reported a position in XP in Q2 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's XP position peaked at $268K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.