Larson Financial Group
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
Q3 		$22.9K Buy
1,093
+366
+50% +$6.5K ﹤0.01% 2026
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 $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
General Atlantic
General Atlantic New York $2.48B AUM 19.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Larson Financial Group's XP Position: Q3 2026 in Review

Larson Financial Group increased its XP (XP) stake by 50% in Q3 2026, buying an estimated $6.5K and bringing the position to 1,093 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Larson Financial Group first reported a position in XP in Q3 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Larson Financial Group held 1,093 shares of XP worth $22.9K as of Q3 2026.
  • Larson Financial Group bought 366 XP shares in Q3 2026, an estimated $6.5K.
  • XP made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2026 holding.
  • Larson Financial Group first reported a position in XP in Q3 2024 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held XP as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.