Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CFS
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
New York
$5.7T 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
GA
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
$43.1B AUM
23.42%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close