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Johnson Financial Group Inc (Wisconsin)’s XP XP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-91
Closed -$1.73K – 955
2026
Q1 		$1.73K Hold
91
– – ﹤0.01% 806
2025
Q4 		$1.49K Hold
91
– – ﹤0.01% 853
2025
Q3 		$1.71K Buy
+91
New +$1.63K ﹤0.01% 949
2024
Q4 		– Sell
-205
Closed -$3.68K – 1006
2024
Q3 		$3.68K Hold
205
– – ﹤0.01% 822
2024
Q2 		$3.61K Hold
205
– – ﹤0.01% 637
2024
Q1 		$5.26K Hold
205
– – ﹤0.01% 593
2023
Q4 		$5.34K Buy
+205
New +$4.68K ﹤0.01% 715
2022
Q1 		– Sell
-3
Closed – – 835
2021
Q4 		$0 Buy
+3
New +$98 ﹤0.01% 849

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GA
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Capital World Investors
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Massachusetts Financial Services
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State Street
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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

Johnson Financial Group Inc (Wisconsin)'s XP Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of XP (XP) in Q2 2026, closing a stake of 91 shares — an estimated $1.73K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in XP in Q4 2021 and held it in 8 quarters. The position peaked at $5.34K in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 91 XP shares in Q2 2026, an estimated $1.73K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in XP in Q4 2021 and held it in 8 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s XP position peaked at $5.34K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.