Gimbal Financial
XP icon

Gimbal Financial’s XP XP Stock Holding History

Gimbal Financial’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 		$9.11M Buy
+433,875
New +$7.71M 5.29% 8

Other funds holding XP

ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Seafarer Capital Partners
Seafarer Capital Partners Larkspur, California $369M AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Gimbal Financial's XP Position: Q3 2026 in Review

Gimbal Financial opened a new position in XP (XP) in Q3 2026: 433,875 shares worth $9.11M. The stake represents 5.29% of the portfolio and ranks #8 among its holdings.

182 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Gimbal Financial held 433,875 shares of XP worth $9.11M as of Q3 2026.
  • XP was a new Gimbal Financial position in Q3 2026.
  • XP made up 5.29% of Gimbal Financial's portfolio in Q3 2026, its #8 holding.
  • 182 funds tracked by Wall St. Rank held XP as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.