Mackenzie Financial’s XP XP Stock Holding History

Mackenzie 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	$3.48M	Sell	213,921 -15,184	-7%	-$271K	﹤0.01%	921
2026 Q1	$4.36M	Sell	229,105 -67,954	-23%	-$1.31M	0.01%	705
2025 Q4	$4.9M	Sell	297,059 -322,190	-52%	-$5.67M	0.01%	645
2025 Q3	$11.6M	Sell	619,249 -56,080	-8%	-$1.01M	0.01%	472
2025 Q2	$13.6M	Buy	675,329 +312,045	+86%	+$5.39M	0.02%	433
2025 Q1	$5M	Buy	+363,284	New	+$5M	0.01%	582
2024 Q2	–	Sell	-17,788	Closed	-$456K	–	1643
2024 Q1	$456K	Sell	17,788 -3,573	-17%	-$89.6K	﹤0.01%	1041
2023 Q4	$557K	Buy	21,361 +1,062	+5%	+$24.2K	﹤0.01%	971
2023 Q3	$434K	Buy	+20,299	New	+$509K	﹤0.01%	1032

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mackenzie Financial's XP Position: Q2 2026 in Review

Mackenzie Financial reduced its XP (XP) stake by 6.6% in Q2 2026, selling an estimated $271K and leaving 213,921 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Mackenzie Financial first reported a position in XP in Q3 2023 and has held it in 9 quarters since. The position peaked at $13.6M in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Mackenzie Financial held 213,921 shares of XP worth $3.48M as of Q2 2026.
Mackenzie Financial sold 15,184 XP shares in Q2 2026, an estimated $271K.
XP made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #921 holding.
Mackenzie Financial first reported a position in XP in Q3 2023 and has held it in 9 quarters since.
Mackenzie Financial's XP position peaked at $13.6M in Q2 2025.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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