FHA
XP icon

First Horizon Advisors’s XP XP Stock Holding History

First Horizon 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
2025
Q2 		$404 Buy
+20
New +$346 ﹤0.01% 2270
2024
Q4 		– Sell
-584
Closed -$10.5K – 2376
2024
Q3 		$10.5K Sell
584
-803
-58% -$14.6K ﹤0.01% 1588
2024
Q2 		$24.4K Buy
1,387
+35
+3% +$723 ﹤0.01% 1206
2024
Q1 		$34.7K Buy
1,352
+16
+1% +$401 ﹤0.01% 1123
2023
Q4 		$34.8K Buy
1,336
+253
+23% +$5.77K ﹤0.01% 1104
2023
Q3 		$25K Buy
1,083
+271
+33% +$6.79K ﹤0.01% 1154
2023
Q2 		$19K Buy
812
+209
+35% +$3.55K ﹤0.01% 1286
2023
Q1 		$7.16K Sell
603
-16
-3% -$228 ﹤0.01% 1689
2022
Q4 		$9.49K Sell
619
-462
-43% -$8.08K ﹤0.01% 1583
2022
Q3 		$21K Buy
1,081
+62
+6% +$1.23K ﹤0.01% 1224
2022
Q2 		$18K Buy
1,019
+523
+105% +$12K ﹤0.01% 1347
2022
Q1 		$15K Sell
496
-53
-10% -$1.65K ﹤0.01% 983
2021
Q4 		$15K Buy
+549
New +$17.9K ﹤0.01% 1391

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

First Horizon Advisors's XP Position: Q2 2025 in Review

First Horizon Advisors opened a new position in XP (XP) in Q2 2025: 20 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #2270 among its holdings. This is a return to the name: First Horizon Advisors previously reported a position in XP as recently as Q3 2024.

First Horizon Advisors first reported a position in XP in Q4 2021 and has held it in 13 quarters since. The position peaked at $34.8K in Q4 2023. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • First Horizon Advisors held 20 shares of XP worth $404 as of Q2 2025.
  • XP was a new First Horizon Advisors position in Q2 2025.
  • XP made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #2270 holding.
  • First Horizon Advisors first reported a position in XP in Q4 2021 and has held it in 13 quarters since.
  • First Horizon Advisors's XP position peaked at $34.8K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.