FIA
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FNY Investment Advisers’s XP XP Stock Holding History

FNY Investment Advisers’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
Q1 		– Sell
-2,100
Closed -$34K – 1139
2025
Q4 		$34K Buy
+2,100
New +$37K 0.01% 503
2025
Q1 		– Sell
-3,400
Closed -$40K – 1025
2024
Q4 		$40K Buy
+3,400
New +$53.5K 0.02% 359
2022
Q1 		– Sell
-15,000
Closed -$431K – 934
2021
Q4 		$431K Buy
+15,000
New +$489K 0.23% 103
2020
Q4 		– Sell
-1,000
Closed -$41K – 928
2020
Q3 		$41K Buy
+1,000
New +$45.7K 0.02% 260
2020
Q1 		– Sell
-345
Closed -$13K – 857
2019
Q4 		$13K Buy
+345
New +$13K ﹤0.01% 611

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FNY Investment Advisers's XP Position: Q1 2026 in Review

FNY Investment Advisers sold out of XP (XP) in Q1 2026, closing a stake of 2,100 shares — an estimated $34K sold.

FNY Investment Advisers first reported a position in XP in Q4 2019 and held it in 5 quarters. The position peaked at $431K in Q4 2021. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • FNY Investment Advisers reported no remaining XP position as of Q1 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 2,100 XP shares in Q1 2026, an estimated $34K.
  • FNY Investment Advisers first reported a position in XP in Q4 2019 and held it in 5 quarters.
  • FNY Investment Advisers's XP position peaked at $431K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.