LA
XP icon

LBP AM’s XP XP Stock Holding History

LBP AM’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 		$3.48M Buy
182,623
+41,478
+29% +$802K 0.05% 238
2025
Q4 		$2.31M Sell
141,145
-11,134
-7% -$196K 0.03% 295
2025
Q3 		$2.86M Buy
152,279
+28,500
+23% +$511K 0.04% 264
2025
Q2 		$2.5M Buy
123,779
+74,330
+150% +$1.28M 0.04% 260
2025
Q1 		$680K Buy
49,449
+4,491
+10% +$61.8K 0.01% 332
2024
Q4 		$533K Buy
44,958
+29,735
+195% +$468K 0.01% 341
2024
Q3 		$273K Buy
+15,223
New +$278K ﹤0.01% 347

Other funds holding XP

BlackRock
BlackRock New York $5.7T 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 $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return