Cetera Investment Advisers
XP icon

Cetera Investment Advisers’s XP XP Stock Holding History

Cetera Investment Advisers’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 		$173K Sell
10,626
-7,122
-40% -$127K ﹤0.01% 4538
2026
Q1 		$338K Buy
17,748
+6,230
+54% +$120K ﹤0.01% 3882
2025
Q4 		$189K Sell
11,518
-30,485
-73% -$537K ﹤0.01% 4251
2025
Q3 		$789K Buy
42,003
+5,440
+15% +$97.6K ﹤0.01% 2994
2025
Q2 		$739K Buy
36,563
+85
+0.2% +$1.47K ﹤0.01% 2659
2025
Q1 		$502K Buy
36,478
+2,331
+7% +$32.1K ﹤0.01% 2841
2024
Q4 		$405K Sell
34,147
-6,102
-15% -$96K ﹤0.01% 2857
2024
Q3 		$722K Buy
40,249
+3,344
+9% +$61K ﹤0.01% 2356
2024
Q2 		$649K Buy
36,905
+6,961
+23% +$144K ﹤0.01% 2396
2024
Q1 		$768K Buy
29,944
+8,122
+37% +$204K ﹤0.01% 2277
2023
Q4 		$569K Buy
21,822
+3,536
+19% +$80.7K ﹤0.01% 1424
2023
Q3 		$421K Sell
18,286
-12,610
-41% -$316K ﹤0.01% 1515
2023
Q2 		$725K Sell
30,896
-4,946
-14% -$83.9K 0.01% 1236
2023
Q1 		$425K Buy
+35,842
New +$511K ﹤0.01% 1518

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

Cetera Investment Advisers's XP Position: Q2 2026 in Review

Cetera Investment Advisers reduced its XP (XP) stake by 40% in Q2 2026, selling an estimated $127K and leaving 10,626 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #4538.

Cetera Investment Advisers first reported a position in XP in Q1 2023 and has held it in 14 quarters since. The position peaked at $789K in Q3 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Cetera Investment Advisers held 10,626 shares of XP worth $173K as of Q2 2026.
  • Cetera Investment Advisers sold 7,122 XP shares in Q2 2026, an estimated $127K.
  • XP made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4538 holding.
  • Cetera Investment Advisers first reported a position in XP in Q1 2023 and has held it in 14 quarters since.
  • Cetera Investment Advisers's XP position peaked at $789K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.