FAIM
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Financial Advocates Investment Management’s XP XP Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-23,055
Closed -$466K – 618
2025
Q2 		$466K Sell
23,055
-5,645
-20% -$97.5K 0.04% 378
2025
Q1 		$395K Buy
28,700
+924
+3% +$12.7K 0.03% 486
2024
Q4 		$329K Buy
27,776
+10,433
+60% +$164K 0.02% 573
2024
Q3 		$311K Buy
17,343
+1,032
+6% +$18.8K 0.02% 589
2024
Q2 		$287K Buy
16,311
+6,068
+59% +$125K 0.02% 584
2024
Q1 		$263K Sell
10,243
-5
-0% -$125 0.02% 634
2023
Q4 		$267K Sell
10,248
-2,953
-22% -$67.4K 0.02% 594
2023
Q3 		$304K Buy
13,201
+5
+0% +$125 0.02% 518
2023
Q2 		$310K Hold
13,196
– – 0.02% 515
2023
Q1 		$157K Buy
+13,196
New +$188K 0.01% 699

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's XP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of XP (XP) in Q3 2025, closing a stake of 23,055 shares — an estimated $466K sold.

Financial Advocates Investment Management first reported a position in XP in Q1 2023 and held it in 10 quarters. The position peaked at $466K in Q2 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 23,055 XP shares in Q3 2025, an estimated $466K.
  • Financial Advocates Investment Management first reported a position in XP in Q1 2023 and held it in 10 quarters.
  • Financial Advocates Investment Management's XP position peaked at $466K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.