GLA
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Great Lakes Advisors’s XP XP Stock Holding History

Great Lakes 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
-14,392
Closed -$274K – 880
2026
Q1 		$274K Sell
14,392
-370,201
-96% -$7.15M ﹤0.01% 712
2025
Q4 		$6.3M Sell
384,593
-149,399
-28% -$2.63M 0.05% 198
2025
Q3 		$10M Buy
+533,992
New +$9.58M 0.08% 165
2023
Q4 		– Sell
-150,776
Closed -$3.48M – 819
2023
Q3 		$3.48M Buy
+150,776
New +$3.78M 0.03% 381

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
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
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Great Lakes Advisors's XP Position: Q2 2026 in Review

Great Lakes Advisors sold out of XP (XP) in Q2 2026, closing a stake of 14,392 shares — an estimated $274K sold.

Great Lakes Advisors first reported a position in XP in Q3 2023 and held it in 4 quarters. The position peaked at $10M in Q3 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Great Lakes Advisors reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Great Lakes Advisors sold 14,392 XP shares in Q2 2026, an estimated $274K.
  • Great Lakes Advisors first reported a position in XP in Q3 2023 and held it in 4 quarters.
  • Great Lakes Advisors's XP position peaked at $10M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.