Loomis, Sayles & Company
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Loomis, Sayles & Company’s XP XP Stock Holding History

Loomis, Sayles & Company’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 		$649K Sell
39,905
-173,177
-81% -$3.09M ﹤0.01% 517
2026
Q1 		$4.06M Sell
213,082
-104,922
-33% -$2.03M 0.01% 431
2025
Q4 		$5.21M Sell
318,004
-35,213
-10% -$620K 0.01% 412
2025
Q3 		$6.64M Hold
353,217
– – 0.01% 412
2025
Q2 		$7.13M Buy
353,217
+20,614
+6% +$356K 0.01% 405
2025
Q1 		$4.57M Buy
332,603
+67,821
+26% +$934K 0.01% 425
2024
Q4 		$3.14M Hold
264,782
– – ﹤0.01% 437
2024
Q3 		$4.75M Hold
264,782
– – 0.01% 417
2024
Q2 		$4.66M Buy
264,782
+74,615
+39% +$1.54M 0.01% 422
2024
Q1 		$4.88M Sell
190,167
-112,605
-37% -$2.82M 0.01% 413
2023
Q4 		$7.89M Sell
302,772
-95,963
-24% -$2.19M 0.01% 362
2023
Q3 		$9.19M Buy
+398,735
New +$10M 0.02% 345

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

Loomis, Sayles & Company's XP Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its XP (XP) stake by 81% in Q2 2026, selling an estimated $3.09M and leaving 39,905 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Loomis, Sayles & Company first reported a position in XP in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.19M in Q3 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Loomis, Sayles & Company held 39,905 shares of XP worth $649K as of Q2 2026.
  • Loomis, Sayles & Company sold 173,177 XP shares in Q2 2026, an estimated $3.09M.
  • XP made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #517 holding.
  • Loomis, Sayles & Company first reported a position in XP in Q3 2023 and has held it in 12 quarters since.
  • Loomis, Sayles & Company's XP position peaked at $9.19M in Q3 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.