DWM
XP icon

Dakota Wealth Management’s XP XP Stock Holding History

Dakota Wealth 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 		$330K Buy
20,272
+2,833
+16% +$50.5K 0.01% 645
2026
Q1 		$332K Buy
17,439
+4,076
+31% +$78.8K 0.01% 632
2025
Q4 		$219K Buy
13,363
+1,773
+15% +$31.2K ﹤0.01% 721
2025
Q3 		$218K Buy
+11,590
New +$208K ﹤0.01% 611
2025
Q2 		– Sell
-12,630
Closed -$174K – 814
2025
Q1 		$174K Buy
+12,630
New +$174K ﹤0.01% 726

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

Dakota Wealth Management's XP Position: Q2 2026 in Review

Dakota Wealth Management increased its XP (XP) stake by 16% in Q2 2026, buying an estimated $50.5K and bringing the position to 20,272 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #645.

Dakota Wealth Management first reported a position in XP in Q1 2025 and has held it in 5 quarters since. The position peaked at $332K in Q1 2026. 321 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Dakota Wealth Management held 20,272 shares of XP worth $330K as of Q2 2026.
  • Dakota Wealth Management bought 2,833 XP shares in Q2 2026, an estimated $50.5K.
  • XP made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #645 holding.
  • Dakota Wealth Management first reported a position in XP in Q1 2025 and has held it in 5 quarters since.
  • Dakota Wealth Management's XP position peaked at $332K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.