OneAscent Family Office’s XPO XPO Stock Holding History

OneAscent Family Office’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$323K	Hold	1,662	–	–	0.23%	108
2025 Q4	$226K	Hold	1,662	–	–	0.15%	152
2025 Q3	$215K	Buy	+1,662	New	+$216K	0.17%	145

Other funds holding XPO

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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

OneAscent Family Office's XPO Position: Q1 2026 in Review

OneAscent Family Office held its XPO (XPO) position steady in Q1 2026 at 1,662 shares worth $323K. The position accounts for 0.23% of the portfolio, ranked #108.

OneAscent Family Office first reported a position in XPO in Q3 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold XPO as of Q1 2026.

OneAscent Family Office held 1,662 shares of XPO worth $323K as of Q1 2026.
OneAscent Family Office left its XPO share count unchanged in Q1 2026.
XPO made up 0.23% of OneAscent Family Office's portfolio in Q1 2026, its #108 holding.
OneAscent Family Office first reported a position in XPO in Q3 2025 and has held it in 3 quarters since.
671 funds tracked by Wall St. Rank held XPO as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.