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IFP Advisors’s XP XP Stock Holding History

IFP 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 		$7.12K Buy
438
+321
+274% +$5.72K ﹤0.01% 3585
2026
Q1 		$2.23K Sell
117
-17
-13% -$329 ﹤0.01% 3921
2025
Q4 		$2.19K Buy
134
+30
+29% +$528 ﹤0.01% 3804
2025
Q3 		$1.95K Sell
104
-6
-5% -$108 ﹤0.01% 3704
2025
Q2 		$2.22K Buy
110
+60
+120% +$1.04K ﹤0.01% 3850
2025
Q1 		$688 Sell
50
-33
-40% -$454 ﹤0.01% 3401
2024
Q4 		$983 Buy
83
+5
+6% +$79 ﹤0.01% 3280
2024
Q3 		$1.4K Sell
78
-6
-7% -$109 ﹤0.01% 3014
2024
Q2 		$1.48K Buy
84
+34
+68% +$702 ﹤0.01% 2893
2024
Q1 		$1.28K Hold
50
– – ﹤0.01% 2797
2023
Q4 		$1.3K Sell
50
-44
-47% -$1K ﹤0.01% 2769
2023
Q3 		$2.17K Sell
94
-6
-6% -$150 ﹤0.01% 2812
2023
Q2 		$2.35K Hold
100
– – ﹤0.01% 2823
2023
Q1 		$3.45K Sell
100
-413
-81% -$5.88K ﹤0.01% 2709
2022
Q4 		$22K Sell
513
-3,334
-87% -$58.3K ﹤0.01% 2823
2022
Q3 		$137K Buy
3,847
+30
+0.8% +$595 ﹤0.01% 1646
2022
Q2 		$136K Hold
3,817
– – ﹤0.01% 1498
2022
Q1 		$136K Buy
3,817
+1,523
+66% +$47.5K ﹤0.01% 1498
2021
Q4 		$65K Sell
2,294
-94
-4% -$3.06K ﹤0.01% 1463
2021
Q3 		$96K Buy
2,388
+2,300
+2,614% +$103K ﹤0.01% 1317
2021
Q2 		$4K Hold
88
– – ﹤0.01% 2580
2021
Q1 		$4K Hold
88
– – ﹤0.01% 2508
2020
Q4 		$4K Hold
88
– – ﹤0.01% 2440
2020
Q3 		$4K Hold
88
– – ﹤0.01% 2294
2020
Q2 		$4K Buy
+88
New +$2.7K ﹤0.01% 2199

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

IFP Advisors's XP Position: Q2 2026 in Review

IFP Advisors increased its XP (XP) stake by 274% in Q2 2026, buying an estimated $5.72K and bringing the position to 438 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

IFP Advisors first reported a position in XP in Q2 2020 and has held it in 25 quarters since. The position peaked at $137K in Q3 2022. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • IFP Advisors held 438 shares of XP worth $7.12K as of Q2 2026.
  • IFP Advisors bought 321 XP shares in Q2 2026, an estimated $5.72K.
  • XP made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3585 holding.
  • IFP Advisors first reported a position in XP in Q2 2020 and has held it in 25 quarters since.
  • IFP Advisors's XP position peaked at $137K in Q3 2022.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.