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Independent Financial Group’s QXO Inc QXO Stock Holding History

Independent Financial Group’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$849K Buy
72,631
+6,216
+9% +$85.5K 0.02% 746
2026
Q2 		$1.15M Buy
66,415
+11,390
+21% +$212K 0.02% 638
2026
Q1 		$1.07M Buy
55,025
+425
+0.8% +$9.72K 0.02% 607
2025
Q4 		$1.05M Buy
54,600
+2,086
+4% +$40K 0.02% 600
2025
Q3 		$1M Buy
52,514
+5,000
+11% +$104K 0.02% 595
2025
Q2 		$1.02M Buy
+47,514
New +$780K 0.03% 536

Other funds holding QXO

ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Independent Financial Group's QXO Position: Q3 2026 in Review

Independent Financial Group increased its QXO Inc (QXO) stake by 9.4% in Q3 2026, buying an estimated $85.5K and bringing the position to 72,631 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #746.

Independent Financial Group first reported a position in QXO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2026. 46 funds tracked by Wall St. Rank hold QXO as of Q3 2026.

  • Independent Financial Group held 72,631 shares of QXO Inc worth $849K as of Q3 2026.
  • Independent Financial Group bought 6,216 QXO Inc shares in Q3 2026, an estimated $85.5K.
  • QXO Inc made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #746 holding.
  • Independent Financial Group first reported a position in QXO Inc in Q2 2025 and has held it in 6 quarters since.
  • Independent Financial Group's QXO Inc position peaked at $1.15M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held QXO Inc as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.