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Marshall Financial Group (Maryland)’s XP XP Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-10,351
Closed -$197K – 342
2026
Q1 		$197K Sell
10,351
-1,382
-12% -$26.7K 0.03% 287
2025
Q4 		$192K Sell
11,733
-54,423
-82% -$958K 0.04% 284
2025
Q3 		$1.24M Buy
66,156
+2,483
+4% +$44.5K 0.24% 99
2025
Q2 		$1.24M Sell
63,673
-19,814
-24% -$342K 0.24% 88
2025
Q1 		$1.15M Buy
83,487
+34,809
+72% +$479K 0.25% 95
2024
Q4 		$577K Buy
48,678
+6,518
+15% +$103K 0.14% 146
2024
Q3 		$756K Buy
42,160
+1,761
+4% +$32.1K 0.18% 140
2024
Q2 		$711K Buy
40,399
+3,751
+10% +$77.5K 0.2% 118
2024
Q1 		$940K Buy
36,648
+3,179
+9% +$79.7K 0.27% 101
2023
Q4 		$873K Sell
33,469
-17,279
-34% -$394K 0.28% 99
2023
Q3 		$1.17M Sell
50,748
-3,812
-7% -$95.6K 0.42% 59
2023
Q2 		$1.28M Buy
54,560
+88
+0.2% +$1.49K 0.44% 58
2023
Q1 		$647K Buy
+54,472
New +$776K 0.23% 115

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

Marshall Financial Group (Maryland)'s XP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of XP (XP) in Q2 2026, closing a stake of 10,351 shares — an estimated $197K sold.

Marshall Financial Group (Maryland) first reported a position in XP in Q1 2023 and held it in 13 quarters. The position peaked at $1.28M in Q2 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 10,351 XP shares in Q2 2026, an estimated $197K.
  • Marshall Financial Group (Maryland) first reported a position in XP in Q1 2023 and held it in 13 quarters.
  • Marshall Financial Group (Maryland)'s XP position peaked at $1.28M in Q2 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.