Crossmark Global Holdings’s XP XP Stock Holding History

Crossmark Global Holdings’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	$6.33M	Sell	389,125 -260,925	-40%	-$4.65M	0.08%	230
2026 Q1	$12.4M	Buy	650,050 +288,787	+80%	+$5.58M	0.18%	133
2025 Q4	$5.91M	Sell	361,263 -406,814	-53%	-$7.16M	0.08%	230
2025 Q3	$14.4M	Buy	768,077 +77,407	+11%	+$1.39M	0.22%	113
2025 Q2	$14M	Buy	690,670 +646,062	+1,448%	+$11.2M	0.23%	104
2025 Q1	$613K	Sell	44,608 -420,126	-90%	-$5.78M	0.01%	795
2024 Q4	$5.51M	Buy	+464,734	New	+$7.31M	0.1%	217
2024 Q2	–	Sell	-358,921	Closed	-$9.21M	–	1349
2024 Q1	$9.21M	Buy	358,921 +38,671	+12%	+$970K	0.18%	147
2023 Q4	$8.35M	Sell	320,250 -8,637	-3%	-$197K	0.17%	148
2023 Q3	$7.34M	Buy	328,887 +319,186	+3,290%	+$8M	0.17%	154
2023 Q2	$256K	Buy	+9,701	New	+$165K	0.01%	1137

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Crossmark Global Holdings's XP Position: Q2 2026 in Review

Crossmark Global Holdings reduced its XP (XP) stake by 40% in Q2 2026, selling an estimated $4.65M and leaving 389,125 shares worth $6.33M. The position accounts for 0.08% of the portfolio, ranked #230.

Crossmark Global Holdings first reported a position in XP in Q2 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q3 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Crossmark Global Holdings held 389,125 shares of XP worth $6.33M as of Q2 2026.
Crossmark Global Holdings sold 260,925 XP shares in Q2 2026, an estimated $4.65M.
XP made up 0.08% of Crossmark Global Holdings's portfolio in Q2 2026, its #230 holding.
Crossmark Global Holdings first reported a position in XP in Q2 2023 and has held it in 11 quarters since.
Crossmark Global Holdings's XP position peaked at $14.4M in Q3 2025.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.