BCI
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Brinker Capital Investments’s XP XP Stock Holding History

Brinker Capital 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
Q2 		$301K Sell
18,522
-2,213
-11% -$39.5K ﹤0.01% 1638
2026
Q1 		$395K Buy
20,735
+2,958
+17% +$57.2K ﹤0.01% 1550
2025
Q4 		$291K Buy
17,777
+1,752
+11% +$30.8K ﹤0.01% 1824
2025
Q3 		$301K Buy
+16,025
New +$287K ﹤0.01% 1754
2024
Q2 		– Sell
-8,825
Closed -$226K – 1817
2024
Q1 		$226K Buy
8,825
+121
+1% +$3.03K ﹤0.01% 1569
2023
Q4 		$229K Sell
8,704
-726
-8% -$16.6K ﹤0.01% 1520
2023
Q3 		$217K Buy
9,430
+470
+5% +$11.8K ﹤0.01% 1518
2023
Q2 		$210K Buy
+8,960
New +$152K ﹤0.01% 1545
2022
Q4 		– Sell
-10,217
Closed -$194K – 1406
2022
Q3 		$194K Buy
+10,217
New +$203K ﹤0.01% 1281
2022
Q2 		– Sell
-26,406
Closed -$795K – 1436
2022
Q1 		$795K Buy
26,406
+3,663
+16% +$114K 0.01% 884
2021
Q4 		$654K Sell
22,743
-2,263
-9% -$73.7K 0.01% 976
2021
Q3 		$1.09M Hold
25,006
– – 0.02% 748
2021
Q2 		$1.09M Buy
25,006
+3,207
+15% +$133K 0.01% 800
2021
Q1 		$821K Buy
+21,799
New +$931K 0.01% 754
2020
Q4 		– Sell
-14,767
Closed -$616K – 1216
2020
Q3 		$616K Buy
+14,767
New +$675K 0.01% 842

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's XP Position: Q2 2026 in Review

Brinker Capital Investments reduced its XP (XP) stake by 11% in Q2 2026, selling an estimated $39.5K and leaving 18,522 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Brinker Capital Investments first reported a position in XP in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2021. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Brinker Capital Investments held 18,522 shares of XP worth $301K as of Q2 2026.
  • Brinker Capital Investments sold 2,213 XP shares in Q2 2026, an estimated $39.5K.
  • XP made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1638 holding.
  • Brinker Capital Investments first reported a position in XP in Q3 2020 and has held it in 15 quarters since.
  • Brinker Capital Investments's XP position peaked at $1.09M in Q3 2021.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.