FFA
XP icon

Farther Finance Advisors’s XP XP Stock Holding History

Farther Finance Advisors’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 		$33.5K Buy
2,062
+316
+18% +$5.63K ﹤0.01% 3571
2026
Q1 		$32.7K Sell
1,746
-2,095
-55% -$40.5K ﹤0.01% 3302
2025
Q4 		$62.9K Sell
3,841
-4,477
-54% -$78.8K ﹤0.01% 2665
2025
Q3 		$156K Buy
8,318
+3,903
+88% +$70K ﹤0.01% 1754
2025
Q2 		$89.2K Buy
4,415
+4,034
+1,059% +$69.7K ﹤0.01% 1819
2025
Q1 		$5.39K Buy
381
+269
+240% +$3.7K ﹤0.01% 3021
2024
Q4 		$1.33K Sell
112
-524
-82% -$8.25K ﹤0.01% 3156
2024
Q3 		$11.4K Buy
636
+349
+122% +$6.36K ﹤0.01% 2314
2024
Q2 		$4.83K Buy
287
+250
+676% +$5.17K ﹤0.01% 2413
2024
Q1 		$926 Sell
37
-15
-29% -$376 ﹤0.01% 2809
2023
Q4 		$1.35K Buy
52
+27
+108% +$616 ﹤0.01% 2604
2023
Q3 		$584 Buy
+25
New +$627 ﹤0.01% 2226
2023
Q2 		– Sell
-19
Closed -$226 – 2583
2023
Q1 		$226 Buy
+19
New +$271 ﹤0.01% 2183

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

Farther Finance Advisors's XP Position: Q2 2026 in Review

Farther Finance Advisors increased its XP (XP) stake by 18% in Q2 2026, buying an estimated $5.63K and bringing the position to 2,062 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

Farther Finance Advisors first reported a position in XP in Q1 2023 and has held it in 13 quarters since. The position peaked at $156K in Q3 2025. 37 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Farther Finance Advisors held 2,062 shares of XP worth $33.5K as of Q2 2026.
  • Farther Finance Advisors bought 316 XP shares in Q2 2026, an estimated $5.63K.
  • XP made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3571 holding.
  • Farther Finance Advisors first reported a position in XP in Q1 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's XP position peaked at $156K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.