Independent Financial Group’s XP XP Stock Holding History

Independent Financial Group’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
2025 Q4	–	Sell	-11,332	Closed	-$213K	–	1493
2025 Q3	$213K	Buy	+11,332	New	+$203K	0.01%	1260

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Financial Group's XP Position: Q4 2025 in Review

Independent Financial Group sold out of XP (XP) in Q4 2025, closing a stake of 11,332 shares — an estimated $213K sold.

Independent Financial Group first reported a position in XP in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

Independent Financial Group reported no remaining XP position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 11,332 XP shares in Q4 2025, an estimated $213K.
Independent Financial Group first reported a position in XP in Q3 2025 and held it in 1 quarter.
Independent Financial Group's XP position peaked at $213K in Q3 2025.
343 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.