CFS
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CGC Financial Services’s XP XP Stock Holding History

CGC Financial Services’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 		– Sell
-1
Closed -$16 – 359
2025
Q4 		$16 Hold
1
– – ﹤0.01% 339
2025
Q3 		$19 Hold
1
– – ﹤0.01% 343
2025
Q2 		$20 Hold
1
– – ﹤0.01% 331
2025
Q1 		$14 Hold
1
– – ﹤0.01% 337
2024
Q4 		$12 Hold
1
– – ﹤0.01% 345
2024
Q3 		$18 Hold
1
– – ﹤0.01% 348
2024
Q2 		$18 Hold
1
– – ﹤0.01% 352
2024
Q1 		$26 Hold
1
– – ﹤0.01% 359
2023
Q4 		$26 Hold
1
– – ﹤0.01% 372
2023
Q3 		$23 Hold
1
– – ﹤0.01% 338
2023
Q2 		$23 Buy
+1
New +$17 ﹤0.01% 358

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CGC Financial Services's XP Position: Q1 2026 in Review

CGC Financial Services sold out of XP (XP) in Q1 2026, closing a stake of 1 share — an estimated $16 sold.

CGC Financial Services first reported a position in XP in Q2 2023 and held it in 11 quarters. The position peaked at $26 in Q1 2024. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • CGC Financial Services reported no remaining XP position as of Q1 2026 after selling out during the quarter.
  • CGC Financial Services sold 1 XP share in Q1 2026, an estimated $16.
  • CGC Financial Services first reported a position in XP in Q2 2023 and held it in 11 quarters.
  • CGC Financial Services's XP position peaked at $26 in Q1 2024.
  • 359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on CGC Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.