Embree Financial Group
XPO icon

Embree Financial Group’s XPO XPO Stock Holding History

Embree Financial Group’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$404K Sell
2,297
-327
-12% -$64.1K 0.04% 189
2026
Q2 		$539K Buy
2,624
+41
+2% +$8.68K 0.05% 164
2026
Q1 		$503K Buy
2,583
+6
+0.2% +$1.08K 0.06% 156
2025
Q4 		$350K Sell
2,577
-9
-0.3% -$1.23K 0.04% 178
2025
Q3 		$334K Sell
2,586
-9
-0.3% -$1.17K 0.04% 170
2025
Q2 		$328K Hold
2,595
– – 0.05% 166
2025
Q1 		$279K Hold
2,595
– – 0.05% 172
2024
Q4 		$340K Hold
2,595
– – 0.06% 145
2024
Q3 		$279K Hold
2,595
– – 0.05% 158
2024
Q2 		$275K Hold
2,595
– – 0.05% 152
2024
Q1 		$317K Hold
2,595
– – 0.06% 145
2023
Q4 		$227K Buy
+2,595
New +$211K 0.05% 164

Other funds holding XPO

Jay A. Fishman Ltd
Jay A. Fishman Ltd Troy, Michigan $1.24B AUM 21.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Embree Financial Group's XPO Position: Q3 2026 in Review

Embree Financial Group reduced its XPO (XPO) stake by 12% in Q3 2026, selling an estimated $64.1K and leaving 2,297 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #189.

Embree Financial Group first reported a position in XPO in Q4 2023 and has held it in 12 quarters since. The position peaked at $539K in Q2 2026. 222 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • Embree Financial Group held 2,297 shares of XPO worth $404K as of Q3 2026.
  • Embree Financial Group sold 327 XPO shares in Q3 2026, an estimated $64.1K.
  • XPO made up 0.04% of Embree Financial Group's portfolio in Q3 2026, its #189 holding.
  • Embree Financial Group first reported a position in XPO in Q4 2023 and has held it in 12 quarters since.
  • Embree Financial Group's XPO position peaked at $539K in Q2 2026.
  • 222 funds tracked by Wall St. Rank held XPO as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.