Kestra Advisory Services’s XPO XPO Stock Holding History

Kestra Advisory Services’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$530K	Buy	3,011 +505	+20%	+$99.1K	﹤0.01%	2448
2026 Q2	$514K	Sell	2,506 -1,418	-36%	-$300K	﹤0.01%	2326
2026 Q1	$763K	Buy	3,924 +3,233	+468%	+$580K	﹤0.01%	1920
2025 Q4	$93.9K	Buy	+691	New	+$94.1K	﹤0.01%	3479
2022 Q2	–	Sell	-20,215	Closed	-$874K	–	2250
2022 Q1	$874K	Buy	20,215 +719	+4%	+$30.1K	0.01%	1020
2021 Q4	$897K	Sell	19,496 -148	-0.8%	-$6.88K	0.01%	1033
2021 Q3	$929K	Sell	19,644 -2,426	-11%	-$122K	0.01%	1061
2021 Q2	$1.07M	Buy	22,070 +2,747	+14%	+$134K	0.01%	908
2021 Q1	$824K	Sell	19,323 -818	-4%	-$33.9K	0.01%	963
2020 Q4	$826K	Buy	+20,141	New	+$730K	0.01%	953

Other funds holding XPO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Kestra Advisory Services's XPO Position: Q3 2026 in Review

Kestra Advisory Services increased its XPO (XPO) stake by 20% in Q3 2026, buying an estimated $99.1K and bringing the position to 3,011 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Kestra Advisory Services first reported a position in XPO in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2021. 412 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

Kestra Advisory Services held 3,011 shares of XPO worth $530K as of Q3 2026.
Kestra Advisory Services bought 505 XPO shares in Q3 2026, an estimated $99.1K.
XPO made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2448 holding.
Kestra Advisory Services first reported a position in XPO in Q4 2020 and has held it in 10 quarters since.
Kestra Advisory Services's XPO position peaked at $1.07M in Q2 2021.
412 funds tracked by Wall St. Rank held XPO as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.