Frank Rimerman Advisors’s XP XP Stock Holding History

Frank Rimerman 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
2026 Q2	–	Sell	-14,606	Closed	-$278K	–	656
2026 Q1	$278K	Hold	14,606	–	–	0.02%	516
2025 Q4	$239K	Hold	14,606	–	–	0.02%	560
2025 Q3	$274K	Hold	14,606	–	–	0.02%	504
2025 Q2	$295K	Buy	+14,606	New	+$252K	0.02%	457

Other funds holding XP

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

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Frank Rimerman Advisors's XP Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of XP (XP) in Q2 2026, closing a stake of 14,606 shares — an estimated $278K sold.

Frank Rimerman Advisors first reported a position in XP in Q2 2025 and held it in 4 quarters. The position peaked at $295K in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Frank Rimerman Advisors reported no remaining XP position as of Q2 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 14,606 XP shares in Q2 2026, an estimated $278K.
Frank Rimerman Advisors first reported a position in XP in Q2 2025 and held it in 4 quarters.
Frank Rimerman Advisors's XP position peaked at $295K in Q2 2025.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.