Janney Montgomery Scott
XP icon

Janney Montgomery Scott’s XP XP Stock Holding History

Janney Montgomery Scott’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
Q1 		$371K Sell
19,491
-1,460
-7% -$28.2K ﹤0.01% 2250
2025
Q4 		$343K Sell
20,951
-645,233
-97% -$11.4M ﹤0.01% 2462
2025
Q3 		$12.5M Sell
666,184
-38,013
-5% -$682K 0.03% 514
2025
Q2 		$14.2M Sell
704,197
-243,011
-26% -$4.2M 0.04% 434
2025
Q1 		$13M Buy
947,208
+110,264
+13% +$1.52M 0.04% 447
2024
Q4 		$9.92M Buy
836,944
+182,387
+28% +$2.87M 0.03% 534
2024
Q3 		$11.7M Buy
654,557
+56,187
+9% +$1.02M 0.03% 485
2024
Q2 		$10.5M Buy
598,370
+104,417
+21% +$2.16M 0.03% 489
2024
Q1 		$12.7M Buy
493,953
+36,311
+8% +$911K 0.04% 452
2023
Q4 		$11.9M Sell
457,642
-212,079
-32% -$4.84M 0.04% 444
2023
Q3 		$15.4M Sell
669,721
-33,791
-5% -$847K 0.06% 319
2023
Q2 		$16.5M Buy
703,512
+11,560
+2% +$196K 0.06% 320
2023
Q1 		$8.21M Buy
+691,952
New +$9.86M 0.03% 485

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return