Itau Unibanco Holding S.A.’s XP XP Stock Holding History

Itau Unibanco Holding S.A.’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 Q3	–	Sell	-360	Closed	-$88.1K	–	450
2025 Q2	$88.1K	Buy	+360	New	+$6.22K	﹤0.01%	206

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Itau Unibanco Holding S.A.'s XP Position: Q3 2025 in Review

Itau Unibanco Holding S.A. sold out of XP (XP) in Q3 2025, closing a stake of 76,293 shares — an estimated $1.54M sold.

Itau Unibanco Holding S.A. first reported a position in XP in Q4 2019 and held it in 14 quarters. The position peaked at $44.9M in Q1 2022. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

Itau Unibanco Holding S.A. reported no remaining XP position as of Q3 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 76,293 XP shares in Q3 2025, an estimated $1.54M.
Itau Unibanco Holding S.A. first reported a position in XP in Q4 2019 and held it in 14 quarters.
Itau Unibanco Holding S.A.'s XP position peaked at $44.9M in Q1 2022.
328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2025, filed 12 Nov 2025.