JWA
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JFS Wealth Advisors’s XP XP Stock Holding History

JFS Wealth Advisors’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 		– Sell
-3
Closed -$58 – 2301
2026
Q1 		$58 Hold
3
– – ﹤0.01% 1858
2025
Q4 		$50 Hold
3
– – ﹤0.01% 1903
2025
Q3 		$57 Hold
3
– – ﹤0.01% 1864
2025
Q2 		$61 Sell
3
-3
-50% -$52 ﹤0.01% 1830
2025
Q1 		$83 Hold
6
– – ﹤0.01% 1880
2024
Q4 		$72 Hold
6
– – ﹤0.01% 1900
2024
Q3 		$108 Hold
6
– – ﹤0.01% 1901
2024
Q2 		$106 Sell
6
-12
-67% -$248 ﹤0.01% 1927
2024
Q1 		$462 Sell
18
-70
-80% -$1.75K ﹤0.01% 1799
2023
Q4 		$2.29K Buy
+88
New +$2.01K ﹤0.01% 1368

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

JFS Wealth Advisors's XP Position: Q2 2026 in Review

JFS Wealth Advisors sold out of XP (XP) in Q2 2026, closing a stake of 3 shares — an estimated $58 sold.

JFS Wealth Advisors first reported a position in XP in Q4 2023 and held it in 10 quarters. The position peaked at $2.29K in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • JFS Wealth Advisors reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 XP shares in Q2 2026, an estimated $58.
  • JFS Wealth Advisors first reported a position in XP in Q4 2023 and held it in 10 quarters.
  • JFS Wealth Advisors's XP position peaked at $2.29K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.