BPI
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BFC Planning, Inc.’s XP XP Stock Holding History

BFC Planning, Inc.’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
Q3 		$357 Sell
17
-24
-59% -$426 ﹤0.01% 3318
2026
Q2 		$667 Hold
41
– – ﹤0.01% 3215
2026
Q1 		$781 Sell
41
-15
-27% -$290 ﹤0.01% 2783
2025
Q4 		$921 Buy
56
+24
+75% +$423 ﹤0.01% 2812
2025
Q3 		$601 Buy
32
+9
+39% +$161 ﹤0.01% 2724
2025
Q2 		$465 Buy
+23
New +$397 ﹤0.01% 2553
2024
Q4 		– Sell
-236
Closed -$4.23K – 2703
2024
Q3 		$4.23K Buy
+236
New +$4.3K ﹤0.01% 2056

Other funds holding XP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
General Atlantic
General Atlantic New York $2.48B AUM 19.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

BFC Planning, Inc.'s XP Position: Q3 2026 in Review

BFC Planning, Inc. reduced its XP (XP) stake by 59% in Q3 2026, selling an estimated $426 and leaving 17 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

BFC Planning, Inc. first reported a position in XP in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.23K in Q3 2024. 293 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • BFC Planning, Inc. held 17 shares of XP worth $357 as of Q3 2026.
  • BFC Planning, Inc. sold 24 XP shares in Q3 2026, an estimated $426.
  • XP made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3318 holding.
  • BFC Planning, Inc. first reported a position in XP in Q3 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s XP position peaked at $4.23K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held XP as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.