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
Q2 		$280K Sell
17,213
-2,278
-12% -$40.6K ﹤0.01% 2793
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 $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Janney Montgomery Scott's XP Position: Q2 2026 in Review

Janney Montgomery Scott reduced its XP (XP) stake by 12% in Q2 2026, selling an estimated $40.6K and leaving 17,213 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Janney Montgomery Scott first reported a position in XP in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.5M in Q2 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Janney Montgomery Scott held 17,213 shares of XP worth $280K as of Q2 2026.
  • Janney Montgomery Scott sold 2,278 XP shares in Q2 2026, an estimated $40.6K.
  • XP made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2793 holding.
  • Janney Montgomery Scott first reported a position in XP in Q1 2023 and has held it in 14 quarters since.
  • Janney Montgomery Scott's XP position peaked at $16.5M in Q2 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.