KFAS
XP icon

Keating Financial Advisory Services’s XP XP Stock Holding History

Keating Financial Advisory Services’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 		$878 Sell
54
-12
-18% -$214 ﹤0.01% 2209
2026
Q1 		$1.26K Buy
66
+64
+3,200% +$1.24K ﹤0.01% 2014
2025
Q4 		$33 Buy
+2
New +$35 ﹤0.01% 2180

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

Keating Financial Advisory Services's XP Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its XP (XP) stake by 18% in Q2 2026, selling an estimated $214 and leaving 54 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Keating Financial Advisory Services first reported a position in XP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Keating Financial Advisory Services held 54 shares of XP worth $878 as of Q2 2026.
  • Keating Financial Advisory Services sold 12 XP shares in Q2 2026, an estimated $214.
  • XP made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2209 holding.
  • Keating Financial Advisory Services first reported a position in XP in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's XP position peaked at $1.26K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.