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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Larson Financial Group's XP Position: Q1 2026 in Review

Larson Financial Group reduced its XP (XP) stake by 7.5% in Q1 2026, selling an estimated $1.26K and leaving 796 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Larson Financial Group first reported a position in XP in Q3 2024 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Larson Financial Group held 796 shares of XP worth $15.2K as of Q1 2026.
  • Larson Financial Group sold 65 XP shares in Q1 2026, an estimated $1.26K.
  • XP made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2001 holding.
  • Larson Financial Group first reported a position in XP in Q3 2024 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.