BGAI
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Bruce G. Allen Investments’s XP XP Stock Holding History

Bruce G. Allen 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 		$537 Hold
33
– – ﹤0.01% 927
2026
Q1 		$628 Hold
33
– – ﹤0.01% 926
2025
Q4 		$540 Hold
33
– – ﹤0.01% 957
2025
Q3 		$620 Hold
33
– – ﹤0.01% 926
2025
Q2 		$667 Hold
33
– – ﹤0.01% 907
2025
Q1 		$454 Hold
33
– – ﹤0.01% 963
2024
Q4 		$391 Buy
+33
New +$519 ﹤0.01% 1001

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

Bruce G. Allen Investments's XP Position: Q2 2026 in Review

Bruce G. Allen Investments held its XP (XP) position steady in Q2 2026 at 33 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Bruce G. Allen Investments first reported a position in XP in Q4 2024 and has held it in 7 quarters since. The position peaked at $667 in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Bruce G. Allen Investments held 33 shares of XP worth $537 as of Q2 2026.
  • Bruce G. Allen Investments left its XP share count unchanged in Q2 2026.
  • XP made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #927 holding.
  • Bruce G. Allen Investments first reported a position in XP in Q4 2024 and has held it in 7 quarters since.
  • Bruce G. Allen Investments's XP position peaked at $667 in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.