IC
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IEQ Capital’s XP XP Stock Holding History

IEQ 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
Q2 		– Sell
-34,518
Closed -$657K – 2208
2026
Q1 		$657K Buy
34,518
+7,399
+27% +$143K ﹤0.01% 1192
2025
Q4 		$444K Sell
27,119
-19,179
-41% -$338K ﹤0.01% 1392
2025
Q3 		$870K Buy
46,298
+4,329
+10% +$77.6K ﹤0.01% 1061
2025
Q2 		$848K Buy
41,969
+16,048
+62% +$277K 0.01% 915
2025
Q1 		$356K Buy
+25,921
New +$357K ﹤0.01% 1119

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

IEQ Capital's XP Position: Q2 2026 in Review

IEQ Capital sold out of XP (XP) in Q2 2026, closing a stake of 34,518 shares — an estimated $657K sold.

IEQ Capital first reported a position in XP in Q1 2025 and held it in 5 quarters. The position peaked at $870K in Q3 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • IEQ Capital reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 34,518 XP shares in Q2 2026, an estimated $657K.
  • IEQ Capital first reported a position in XP in Q1 2025 and held it in 5 quarters.
  • IEQ Capital's XP position peaked at $870K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.