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Atria Investments’s XP XP Stock Holding History

Atria Investments’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
Q1 		$428K Sell
22,495
-11,817
-34% -$228K ﹤0.01% 1529
2025
Q4 		$562K Sell
34,312
-2,591
-7% -$45.6K 0.01% 1369
2025
Q3 		$693K Buy
+36,903
New +$662K 0.01% 1240
2024
Q4 		– Sell
-12,275
Closed -$220K – 2005
2024
Q3 		$220K Sell
12,275
-5,503
-31% -$100K ﹤0.01% 1780
2024
Q2 		$313K Sell
17,778
-37,286
-68% -$770K ﹤0.01% 1561
2024
Q1 		$1.41M Sell
55,064
-3,826
-6% -$96K 0.02% 794
2023
Q4 		$1.54M Sell
58,890
-1,178
-2% -$26.9K 0.02% 706
2023
Q3 		$1.38M Buy
+60,068
New +$1.51M 0.02% 709

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atria Investments's XP Position: Q1 2026 in Review

Atria Investments reduced its XP (XP) stake by 34% in Q1 2026, selling an estimated $228K and leaving 22,495 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Atria Investments first reported a position in XP in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.54M in Q4 2023. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Atria Investments held 22,495 shares of XP worth $428K as of Q1 2026.
  • Atria Investments sold 11,817 XP shares in Q1 2026, an estimated $228K.
  • XP made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1529 holding.
  • Atria Investments first reported a position in XP in Q3 2023 and has held it in 8 quarters since.
  • Atria Investments's XP position peaked at $1.54M in Q4 2023.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.