Bank of New York Mellon
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Bank of New York Mellon’s XP XP Stock Holding History

Bank of New York Mellon’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 		$20.1M Buy
1,236,549
+38,871
+3% +$693K ﹤0.01% 1618
2026
Q1 		$22.8M Sell
1,197,678
-57,715
-5% -$1.12M ﹤0.01% 1469
2025
Q4 		$20.6M Sell
1,255,393
-22,660
-2% -$399K ﹤0.01% 1522
2025
Q3 		$24M Buy
1,278,053
+18,448
+1% +$331K ﹤0.01% 1446
2025
Q2 		$25.4M Sell
1,259,605
-155,663
-11% -$2.69M ﹤0.01% 1390
2025
Q1 		$19.5M Buy
1,415,268
+10,456
+0.7% +$144K ﹤0.01% 1521
2024
Q4 		$16.6M Sell
1,404,812
-2,961,744
-68% -$46.6M ﹤0.01% 1674
2024
Q3 		$78.3M Buy
4,366,556
+240,904
+6% +$4.39M 0.01% 764
2024
Q2 		$72.6M Sell
4,125,652
-948,677
-19% -$19.6M 0.01% 808
2024
Q1 		$130M Sell
5,074,329
-140,148
-3% -$3.51M 0.03% 537
2023
Q4 		$136M Sell
5,214,477
-592,561
-10% -$13.5M 0.03% 505
2023
Q3 		$134M Sell
5,807,038
-474,968
-8% -$11.9M 0.03% 484
2023
Q2 		$147M Buy
6,282,006
+1,475,212
+31% +$25M 0.03% 467
2023
Q1 		$57.1M Buy
4,806,794
+3,412,900
+245% +$48.6M 0.01% 926
2022
Q4 		$21.4M Buy
1,393,894
+1,366,797
+5,044% +$23.9M ﹤0.01% 1496
2022
Q3 		$516K Sell
27,097
-71,735
-73% -$1.42M ﹤0.01% 3549
2022
Q2 		$1.77M Buy
+98,832
New +$2.28M ﹤0.01% 2904
2022
Q1 		– Sell
-154,076
Closed -$4.43M – 4722
2021
Q4 		$4.43M Buy
154,076
+142,078
+1,184% +$4.63M ﹤0.01% 2529
2021
Q3 		$482K Buy
11,998
+1,727
+17% +$77.1K ﹤0.01% 3831
2021
Q2 		$448K Sell
10,271
-57,282
-85% -$2.37M ﹤0.01% 3821
2021
Q1 		$2.54M Buy
67,553
+54,616
+422% +$2.33M ﹤0.01% 2783
2020
Q4 		$513K Buy
+12,937
New +$529K ﹤0.01% 3603

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 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
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCP
Seafarer Capital Partners Larkspur, California $434M AUM 22.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Bank of New York Mellon's XP Position: Q2 2026 in Review

Bank of New York Mellon increased its XP (XP) stake by 3.2% in Q2 2026, buying an estimated $693K and bringing the position to 1,236,549 shares worth $20.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Bank of New York Mellon first reported a position in XP in Q4 2020 and has held it in 22 quarters since. The position peaked at $147M in Q2 2023. 133 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Bank of New York Mellon held 1,236,549 shares of XP worth $20.1M as of Q2 2026.
  • Bank of New York Mellon bought 38,871 XP shares in Q2 2026, an estimated $693K.
  • XP made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #1618 holding.
  • Bank of New York Mellon first reported a position in XP in Q4 2020 and has held it in 22 quarters since.
  • Bank of New York Mellon's XP position peaked at $147M in Q2 2023.
  • 133 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.