Massachusetts Financial Services
XP icon

Massachusetts Financial Services’s XP XP Stock Holding History

Massachusetts Financial Services’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 		$206M Buy
12,558,750
+227,699
+2% +$4.06M 0.07% 271
2026
Q1 		$236M Buy
12,331,051
+68,030
+0.6% +$1.31M 0.08% 221
2025
Q4 		$201M Buy
12,263,021
+1,300,982
+12% +$22.9M 0.06% 265
2025
Q3 		$206M Buy
10,962,039
+2,288,919
+26% +$41M 0.06% 275
2025
Q2 		$175M Buy
+8,673,120
New +$150M 0.06% 301

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
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 Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Massachusetts Financial Services's XP Position: Q2 2026 in Review

Massachusetts Financial Services increased its XP (XP) stake by 1.8% in Q2 2026, buying an estimated $4.06M and bringing the position to 12,558,750 shares worth $206M. The position accounts for 0.07% of the portfolio, ranked #271.

Massachusetts Financial Services first reported a position in XP in Q2 2025 and has held it in 5 quarters since. The position peaked at $236M in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Massachusetts Financial Services held 12,558,750 shares of XP worth $206M as of Q2 2026.
  • Massachusetts Financial Services bought 227,699 XP shares in Q2 2026, an estimated $4.06M.
  • XP made up 0.07% of Massachusetts Financial Services's portfolio in Q2 2026, its #271 holding.
  • Massachusetts Financial Services first reported a position in XP in Q2 2025 and has held it in 5 quarters since.
  • Massachusetts Financial Services's XP position peaked at $236M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.