FFG
XPO icon

Fortem Financial Group’s XPO XPO Stock Holding History

Fortem Financial Group’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Hold
1,366
– – 0.06% 162
2026
Q1 		$266K Buy
+1,366
New +$245K 0.07% 154
2025
Q4 		– Sell
-1,623
Closed -$210K – 190
2025
Q3 		$210K Sell
1,623
-228
-12% -$29.6K 0.06% 156
2025
Q2 		$234K Buy
+1,851
New +$208K 0.08% 150
2025
Q1 		– Sell
-1,806
Closed -$237K – 192
2024
Q4 		$237K Sell
1,806
-222
-11% -$30K 0.09% 162
2024
Q3 		$218K Sell
2,028
-1,495
-42% -$167K 0.09% 162
2024
Q2 		$374K Buy
3,523
+15
+0.4% +$1.68K 0.16% 127
2024
Q1 		$428K Sell
3,508
-1,009
-22% -$108K 0.19% 125
2023
Q4 		$396K Sell
4,517
-1,068
-19% -$87K 0.2% 122
2023
Q3 		$417K Sell
5,585
-6,511
-54% -$449K 0.24% 108
2023
Q2 		$714K Sell
12,096
-10,551
-47% -$478K 0.42% 81
2023
Q1 		$722K Buy
22,647
+1,357
+6% +$48.9K 0.47% 76
2022
Q4 		$709K Sell
21,290
-14,768
-41% -$498K 0.42% 77
2022
Q3 		$954K Buy
36,058
+1,114
+3% +$34.7K 0.66% 54
2022
Q2 		$1M Buy
+34,944
New +$1.11M 0.65% 51

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortem Financial Group's XPO Position: Q2 2026 in Review

Fortem Financial Group held its XPO (XPO) position steady in Q2 2026 at 1,366 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #162.

Fortem Financial Group first reported a position in XPO in Q2 2022 and has held it in 15 quarters since. The position peaked at $1M in Q2 2022. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Fortem Financial Group held 1,366 shares of XPO worth $280K as of Q2 2026.
  • Fortem Financial Group left its XPO share count unchanged in Q2 2026.
  • XPO made up 0.06% of Fortem Financial Group's portfolio in Q2 2026, its #162 holding.
  • Fortem Financial Group first reported a position in XPO in Q2 2022 and has held it in 15 quarters since.
  • Fortem Financial Group's XPO position peaked at $1M in Q2 2022.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.