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
2022 Q1	–	Sell	-1,250	Closed	-$35K	–	933
2021 Q4	$35K	Buy	+1,250	New	+$40.7K	0.02%	278

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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. 356 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.
356 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.