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Bell Investment Advisors’s XP XP Stock Holding History

Bell Investment Advisors’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 		$3.38K Buy
208
+104
+100% +$1.85K ﹤0.01% 1139
2026
Q1 		$1.98K Buy
104
+35
+51% +$676 ﹤0.01% 1337
2025
Q4 		$1.13K Hold
69
– – ﹤0.01% 1513
2025
Q3 		$1.3K Hold
69
– – ﹤0.01% 1484
2025
Q2 		$1.39K Hold
69
– – ﹤0.01% 1483
2025
Q1 		$949 Hold
69
– – ﹤0.01% 1563
2024
Q4 		$818 Hold
69
– – ﹤0.01% 1639
2024
Q3 		$1.24K Hold
69
– – ﹤0.01% 1530
2024
Q2 		$1.21K Sell
69
-24
-26% -$496 ﹤0.01% 1548
2024
Q1 		$2.39K Hold
93
– – ﹤0.01% 1276
2023
Q4 		$2.42K Buy
93
+33
+55% +$753 ﹤0.01% 1244
2023
Q3 		$1.38K Buy
60
+3
+5% +$75 ﹤0.01% 1449
2023
Q2 		$1.34K Buy
+57
New +$967 ﹤0.01% 1482
2023
Q1 		– Sell
-29
Closed -$445 – 1990
2022
Q4 		$445 Buy
29
+4
+16% +$70 ﹤0.01% 1887
2022
Q3 		$0 Buy
+25
New +$496 ﹤0.01% 1988
2021
Q4 		$1K Buy
+19
New +$619 ﹤0.01% 1667

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

Bell Investment Advisors's XP Position: Q2 2026 in Review

Bell Investment Advisors increased its XP (XP) stake by 100% in Q2 2026, buying an estimated $1.85K and bringing the position to 208 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Bell Investment Advisors first reported a position in XP in Q4 2021 and has held it in 16 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Bell Investment Advisors held 208 shares of XP worth $3.38K as of Q2 2026.
  • Bell Investment Advisors bought 104 XP shares in Q2 2026, an estimated $1.85K.
  • XP made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1139 holding.
  • Bell Investment Advisors first reported a position in XP in Q4 2021 and has held it in 16 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.