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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

AIM

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Brinker Capital Investments's XP Position: Q1 2026 in Review

Brinker Capital Investments increased its XP (XP) stake by 17% in Q1 2026, buying an estimated $57.2K and bringing the position to 20,735 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Brinker Capital Investments first reported a position in XP in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2021. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

Brinker Capital Investments held 20,735 shares of XP worth $395K as of Q1 2026.
Brinker Capital Investments bought 2,958 XP shares in Q1 2026, an estimated $57.2K.
XP made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1550 holding.
Brinker Capital Investments first reported a position in XP in Q3 2020 and has held it in 14 quarters since.
Brinker Capital Investments's XP position peaked at $1.09M in Q3 2021.
356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.