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Independent Financial Group’s XPO XPO Stock Holding History

Independent Financial Group’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+988
New +$209K ﹤0.01% 1476
2021
Q4 		– Sell
-14,580
Closed -$689K – 841
2021
Q3 		$689K Buy
+14,580
New +$731K 0.07% 295

Other funds holding XPO

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Independent Financial Group's XPO Position: Q2 2026 in Review

Independent Financial Group opened a new position in XPO (XPO) in Q2 2026: 988 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in XPO as recently as Q3 2021.

Independent Financial Group first reported a position in XPO in Q3 2021 and has held it in 2 quarters since. The position peaked at $689K in Q3 2021. 126 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Independent Financial Group held 988 shares of XPO worth $203K as of Q2 2026.
  • XPO was a new Independent Financial Group position in Q2 2026.
  • XPO made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1476 holding.
  • Independent Financial Group first reported a position in XPO in Q3 2021 and has held it in 2 quarters since.
  • Independent Financial Group's XPO position peaked at $689K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.