EFS
XPO icon

Essex Financial Services’s XPO XPO Stock Holding History

Essex Financial Services’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
Q2 		$541K Buy
2,633
+159
+6% +$33.6K 0.03% 461
2026
Q1 		$481K Sell
2,474
-601
-20% -$108K 0.03% 468
2025
Q4 		$418K Buy
3,075
+293
+11% +$39.9K 0.02% 490
2025
Q3 		$360K Buy
2,782
+320
+13% +$41.5K 0.02% 520
2025
Q2 		$311K Buy
2,462
+187
+8% +$21K 0.02% 535
2025
Q1 		$245K Buy
2,275
+387
+20% +$49.2K 0.02% 550
2024
Q4 		$248K Sell
1,888
-31
-2% -$4.19K 0.02% 540
2024
Q3 		$213K Sell
1,919
-25
-1% -$2.8K 0.02% 584
2024
Q2 		$223K Buy
+1,944
New +$218K 0.02% 559

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essex Financial Services's XPO Position: Q2 2026 in Review

Essex Financial Services increased its XPO (XPO) stake by 6.4% in Q2 2026, buying an estimated $33.6K and bringing the position to 2,633 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #461.

Essex Financial Services first reported a position in XPO in Q2 2024 and has held it in 9 quarters since. 490 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Essex Financial Services held 2,633 shares of XPO worth $541K as of Q2 2026.
  • Essex Financial Services bought 159 XPO shares in Q2 2026, an estimated $33.6K.
  • XPO made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #461 holding.
  • Essex Financial Services first reported a position in XPO in Q2 2024 and has held it in 9 quarters since.
  • 490 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.