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Cornerstone Financial Management’s XP XP Stock Holding History

Cornerstone Financial Management’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 		$911 Hold
56
– – ﹤0.01% 1142
2026
Q1 		$1.07K Hold
56
– – ﹤0.01% 944
2025
Q4 		$917 Buy
+56
New +$986 ﹤0.01% 966

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

Cornerstone Financial Management's XP Position: Q2 2026 in Review

Cornerstone Financial Management held its XP (XP) position steady in Q2 2026 at 56 shares worth $911. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Cornerstone Financial Management first reported a position in XP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Cornerstone Financial Management held 56 shares of XP worth $911 as of Q2 2026.
  • Cornerstone Financial Management left its XP share count unchanged in Q2 2026.
  • XP made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1142 holding.
  • Cornerstone Financial Management first reported a position in XP in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's XP position peaked at $1.07K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.