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Globeflex Capital’s XP XP Stock Holding History

Globeflex Capital’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
Q1 		$6.54M Sell
343,320
-14,621
-4% -$283K 0.99% 25
2025
Q4 		$5.86M Buy
357,941
+18,348
+5% +$323K 0.9% 29
2025
Q3 		$6.38M Buy
339,593
+10,361
+3% +$186K 0.98% 20
2025
Q2 		$6.65M Buy
+329,232
New +$5.69M 0.55% 41

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Globeflex Capital's XP Position: Q1 2026 in Review

Globeflex Capital reduced its XP (XP) stake by 4.1% in Q1 2026, selling an estimated $283K and leaving 343,320 shares worth $6.54M. The position accounts for 0.99% of the portfolio, ranked #25.

Globeflex Capital first reported a position in XP in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.65M in Q2 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Globeflex Capital held 343,320 shares of XP worth $6.54M as of Q1 2026.
  • Globeflex Capital sold 14,621 XP shares in Q1 2026, an estimated $283K.
  • XP made up 0.99% of Globeflex Capital's portfolio in Q1 2026, its #25 holding.
  • Globeflex Capital first reported a position in XP in Q2 2025 and has held it in 4 quarters since.
  • Globeflex Capital's XP position peaked at $6.65M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.