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Capital Advisors Ltd’s Xperi XPER Stock Holding History

Capital Advisors Ltd’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
2
– – ﹤0.01% 1601
2026
Q1 		$0 Buy
+2
New +$12 ﹤0.01% 1626

Other funds holding XPER

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Capital Advisors Ltd's XPER Position: Q2 2026 in Review

Capital Advisors Ltd held its Xperi (XPER) position steady in Q2 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Capital Advisors Ltd first reported a position in XPER in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Xperi worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Xperi share count unchanged in Q2 2026.
  • Xperi made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1601 holding.
  • Capital Advisors Ltd first reported a position in Xperi in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.