LPL Financial
XP icon

LPL Financial’s XP XP Stock Holding History

LPL Financial’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 		$406K Buy
24,955
+9,787
+65% +$174K ﹤0.01% 5216
2026
Q1 		$289K Buy
15,168
+4,714
+45% +$91.1K ﹤0.01% 5212
2025
Q4 		$171K Sell
10,454
-20,467
-66% -$360K ﹤0.01% 5488
2025
Q3 		$581K Buy
30,921
+1,638
+6% +$29.4K ﹤0.01% 4496
2025
Q2 		$592K Buy
29,283
+1,696
+6% +$29.3K ﹤0.01% 4239
2025
Q1 		$379K Sell
27,587
-781
-3% -$10.8K ﹤0.01% 4404
2024
Q4 		$336K Buy
28,368
+15,675
+123% +$247K ﹤0.01% 4419
2024
Q3 		$228K Buy
+12,693
New +$231K ﹤0.01% 4639
2024
Q2 		– Sell
-7,934
Closed -$204K – 5156
2024
Q1 		$204K Sell
7,934
-454
-5% -$11.4K ﹤0.01% 4500
2023
Q4 		$219K Buy
+8,388
New +$191K ﹤0.01% 4325

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

LPL Financial's XP Position: Q2 2026 in Review

LPL Financial increased its XP (XP) stake by 65% in Q2 2026, buying an estimated $174K and bringing the position to 24,955 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #5216.

LPL Financial first reported a position in XP in Q4 2023 and has held it in 10 quarters since. The position peaked at $592K in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • LPL Financial held 24,955 shares of XP worth $406K as of Q2 2026.
  • LPL Financial bought 9,787 XP shares in Q2 2026, an estimated $174K.
  • XP made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5216 holding.
  • LPL Financial first reported a position in XP in Q4 2023 and has held it in 10 quarters since.
  • LPL Financial's XP position peaked at $592K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.