Legacy Financial Group (Iowa)
XPO icon

Legacy Financial Group (Iowa)’s XPO XPO Stock Holding History

Legacy Financial Group (Iowa)’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 		$443K Buy
2,157
+222
+11% +$47K 0.05% 92
2026
Q1 		$376K Hold
1,935
– – 0.05% 90
2025
Q4 		$347K Sell
1,935
-48
-2% -$6.54K 0.04% 94
2025
Q3 		$256K Hold
1,983
– – 0.03% 103
2025
Q2 		$250K Hold
1,983
– – 0.04% 105
2025
Q1 		$213K Hold
1,983
– – 0.03% 107
2024
Q4 		$260K Buy
+1,983
New +$268K 0.04% 97
2024
Q2 		– Sell
-1,675
Closed -$204K – 114
2024
Q1 		$204K Buy
+1,675
New +$179K 0.04% 103
2023
Q4 		– Sell
-1,158
Closed -$86.5K – 530
2023
Q3 		$86.5K Buy
+1,158
New +$79.9K 0.02% 143

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XPO Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its XPO (XPO) stake by 11% in Q2 2026, buying an estimated $47K and bringing the position to 2,157 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #92.

Legacy Financial Group (Iowa) first reported a position in XPO in Q3 2023 and has held it in 9 quarters since. 747 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Legacy Financial Group (Iowa) held 2,157 shares of XPO worth $443K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 222 XPO shares in Q2 2026, an estimated $47K.
  • XPO made up 0.05% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #92 holding.
  • Legacy Financial Group (Iowa) first reported a position in XPO in Q3 2023 and has held it in 9 quarters since.
  • 747 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.