LSV Asset Management
XP icon

LSV Asset Management’s XP XP Stock Holding History

LSV Asset Management’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
Q1 		– Sell
-25,400
Closed -$416K – 921
2025
Q4 		$416K Hold
25,400
– – ﹤0.01% 716
2025
Q3 		$477K Buy
25,400
+4,800
+23% +$86.1K ﹤0.01% 704
2025
Q2 		$416K Hold
20,600
– – ﹤0.01% 695
2025
Q1 		$283K Buy
20,600
+6,500
+46% +$89.5K ﹤0.01% 738
2024
Q4 		$167K Buy
+14,100
New +$222K ﹤0.01% 765

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management's XP Position: Q1 2026 in Review

LSV Asset Management sold out of XP (XP) in Q1 2026, closing a stake of 25,400 shares — an estimated $416K sold.

LSV Asset Management first reported a position in XP in Q4 2024 and held it in 5 quarters. The position peaked at $477K in Q3 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • LSV Asset Management reported no remaining XP position as of Q1 2026 after selling out during the quarter.
  • LSV Asset Management sold 25,400 XP shares in Q1 2026, an estimated $416K.
  • LSV Asset Management first reported a position in XP in Q4 2024 and held it in 5 quarters.
  • LSV Asset Management's XP position peaked at $477K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.