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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

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 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 $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return