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Cyndeo Wealth Partners’s XP XP Stock Holding History

Cyndeo Wealth Partners’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 		$3.13M Buy
+192,580
New +$3.43M 0.15% 151

Other funds holding XP

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cyndeo Wealth Partners's XP Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in XP (XP) in Q2 2026: 192,580 shares worth $3.13M. The stake represents 0.15% of the portfolio and ranks #151 among its holdings.

36 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Cyndeo Wealth Partners held 192,580 shares of XP worth $3.13M as of Q2 2026.
  • XP was a new Cyndeo Wealth Partners position in Q2 2026.
  • XP made up 0.15% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • 36 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.