KPWS
XPO icon

Kestra Private Wealth Services’s XPO XPO Stock Holding History

Kestra Private Wealth 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
Q2 		$284K Sell
1,382
-140
-9% -$29.6K ﹤0.01% 1524
2026
Q1 		$296K Buy
+1,522
New +$273K ﹤0.01% 1459
2025
Q1 		– Sell
-1,534
Closed -$201K – 1577
2024
Q4 		$201K Buy
+1,534
New +$207K ﹤0.01% 1314

Other funds holding XPO

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
JCM
Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Kestra Private Wealth Services's XPO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its XPO (XPO) stake by 9.2% in Q2 2026, selling an estimated $29.6K and leaving 1,382 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Kestra Private Wealth Services first reported a position in XPO in Q4 2024 and has held it in 3 quarters since. The position peaked at $296K in Q1 2026. 204 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Kestra Private Wealth Services held 1,382 shares of XPO worth $284K as of Q2 2026.
  • Kestra Private Wealth Services sold 140 XPO shares in Q2 2026, an estimated $29.6K.
  • XPO made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1524 holding.
  • Kestra Private Wealth Services first reported a position in XPO in Q4 2024 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's XPO position peaked at $296K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.