LFG
XP icon

Larson Financial Group’s XP XP Stock Holding History

Larson Financial Group’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 		$11.8K Sell
727
-69
-9% -$1.23K ﹤0.01% 2302
2026
Q1 		$15.2K Sell
796
-65
-8% -$1.26K ﹤0.01% 2001
2025
Q4 		$14.1K Buy
861
+273
+46% +$4.81K ﹤0.01% 1922
2025
Q3 		$11K Sell
588
-29
-5% -$520 ﹤0.01% 1967
2025
Q2 		$12.5K Buy
+617
New +$10.7K ﹤0.01% 1702
2024
Q4 		– Sell
-4
Closed -$72 – 2932
2024
Q3 		$72 Buy
+4
New +$73 ﹤0.01% 2596

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

Larson Financial Group's XP Position: Q2 2026 in Review

Larson Financial Group reduced its XP (XP) stake by 8.7% in Q2 2026, selling an estimated $1.23K and leaving 727 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Larson Financial Group first reported a position in XP in Q3 2024 and has held it in 6 quarters since. The position peaked at $15.2K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Larson Financial Group held 727 shares of XP worth $11.8K as of Q2 2026.
  • Larson Financial Group sold 69 XP shares in Q2 2026, an estimated $1.23K.
  • XP made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2302 holding.
  • Larson Financial Group first reported a position in XP in Q3 2024 and has held it in 6 quarters since.
  • Larson Financial Group's XP position peaked at $15.2K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.