LIP
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Liontrust Investment Partners’s XP XP Stock Holding History

Liontrust Investment Partners’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
Q2 		$2.26M Buy
+139,069
New +$2.48M 0.03% 143
2026
Q1 		– Sell
-231,700
Closed -$3.79M – 243
2025
Q4 		$3.79M Buy
+231,700
New +$4.08M 0.06% 145
2025
Q3 		– Sell
-22,000
Closed -$444K – 210
2025
Q2 		$444K Buy
+22,000
New +$380K 0.01% 188

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Liontrust Investment Partners's XP Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in XP (XP) in Q2 2026: 139,069 shares worth $2.26M. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in XP as recently as Q4 2025.

Liontrust Investment Partners first reported a position in XP in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.79M in Q4 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Liontrust Investment Partners held 139,069 shares of XP worth $2.26M as of Q2 2026.
  • XP was a new Liontrust Investment Partners position in Q2 2026.
  • XP made up 0.03% of Liontrust Investment Partners's portfolio in Q2 2026, its #143 holding.
  • Liontrust Investment Partners first reported a position in XP in Q2 2025 and has held it in 3 quarters since.
  • Liontrust Investment Partners's XP position peaked at $3.79M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.