LC
XP icon

Lindbrook Capital’s XP XP Stock Holding History

Lindbrook Capital’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
2025
Q1 		$11.3K Buy
825
+39
+5% +$537 ﹤0.01% 1596
2024
Q4 		$9.31K Sell
786
-667
-46% -$10.5K ﹤0.01% 1691
2024
Q3 		$26.1K Buy
1,453
+283
+24% +$5.16K ﹤0.01% 1146
2024
Q2 		$20.6K Buy
1,170
+101
+9% +$2.09K ﹤0.01% 1230
2024
Q1 		$27.4K Sell
1,069
-5
-0.5% -$125 ﹤0.01% 1053
2023
Q4 		$28K Buy
1,074
+245
+30% +$5.59K ﹤0.01% 1005
2023
Q3 		$19.1K Sell
829
-1
-0.1% -$25 ﹤0.01% 1078
2023
Q2 		$19.5K Buy
830
+108
+15% +$1.83K ﹤0.01% 1105
2023
Q1 		$8.57K Buy
722
+561
+348% +$7.99K ﹤0.01% 1548
2022
Q4 		$2.47K Buy
161
+1
+0.6% +$17 ﹤0.01% 2151
2022
Q3 		$3K Buy
160
+95
+146% +$1.89K ﹤0.01% 1949
2022
Q2 		$1K Buy
65
+10
+18% +$230 ﹤0.01% 2410
2022
Q1 		$2K Buy
+55
New +$1.72K ﹤0.01% 2111

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindbrook Capital's XP Position: Q1 2025 in Review

Lindbrook Capital increased its XP (XP) stake by 5% in Q1 2025, buying an estimated $537 and bringing the position to 825 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Lindbrook Capital first reported a position in XP in Q1 2022 and has held it in 13 quarters since. The position peaked at $28K in Q4 2023. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Lindbrook Capital held 825 shares of XP worth $11.3K as of Q1 2025.
  • Lindbrook Capital bought 39 XP shares in Q1 2025, an estimated $537.
  • XP made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1596 holding.
  • Lindbrook Capital first reported a position in XP in Q1 2022 and has held it in 13 quarters since.
  • Lindbrook Capital's XP position peaked at $28K in Q4 2023.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.