OFA
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Oaktree Fund Advisors’s XP XP Stock Holding History

Oaktree Fund Advisors’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 		$3.8M Buy
199,519
+12,445
+7% +$240K 6.67% 7
2025
Q4 		$3.06M Buy
187,074
+70,147
+60% +$1.23M 5.67% 8
2025
Q3 		$2.2M Buy
+116,927
New +$2.1M 4.05% 9
2024
Q4 		– Sell
-37,807
Closed -$678K – 51
2024
Q3 		$678K Buy
+37,807
New +$689K 0.77% 23

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.05B AUM 47.96% 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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Oaktree Fund Advisors's XP Position: Q1 2026 in Review

Oaktree Fund Advisors increased its XP (XP) stake by 6.7% in Q1 2026, buying an estimated $240K and bringing the position to 199,519 shares worth $3.8M. The position accounts for 6.67% of the portfolio, ranked #7.

Oaktree Fund Advisors first reported a position in XP in Q3 2024 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Oaktree Fund Advisors held 199,519 shares of XP worth $3.8M as of Q1 2026.
  • Oaktree Fund Advisors bought 12,445 XP shares in Q1 2026, an estimated $240K.
  • XP made up 6.67% of Oaktree Fund Advisors's portfolio in Q1 2026, its #7 holding.
  • Oaktree Fund Advisors first reported a position in XP in Q3 2024 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Oaktree Fund Advisors's 13F filing for Q1 2026, filed 15 May 2026.