Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.9M Buy
+116,900
New +$2.08M ﹤0.01% 1760

Other funds holding XP

Bank of Montreal's XP Position: Q2 2026 in Review

Bank of Montreal increased its XP (XP) stake by 9.3% in Q2 2026, buying an estimated $3M and bringing the position to 1,980,045 shares worth $32.2M. The position accounts for 0.01% of the portfolio, ranked #744.

Bank of Montreal first reported a position in XP in Q4 2021 and has held it in 14 quarters since. The position peaked at $42.8M in Q2 2024. 232 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Bank of Montreal held 1,980,045 shares of XP worth $32.2M as of Q2 2026.
  • Bank of Montreal bought 168,062 XP shares in Q2 2026, an estimated $3M.
  • XP made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #744 holding.
  • Bank of Montreal first reported a position in XP in Q4 2021 and has held it in 14 quarters since.
  • Bank of Montreal's XP position peaked at $42.8M in Q2 2024.
  • 232 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.