OFO
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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
Q2 		$365K Buy
1,777
+115
+7% +$24.3K 0.18% 115
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OneAscent Family Office's XPO Position: Q2 2026 in Review

OneAscent Family Office increased its XPO (XPO) stake by 6.9% in Q2 2026, buying an estimated $24.3K and bringing the position to 1,777 shares worth $365K. The position accounts for 0.18% of the portfolio, ranked #115.

OneAscent Family Office first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • OneAscent Family Office held 1,777 shares of XPO worth $365K as of Q2 2026.
  • OneAscent Family Office bought 115 XPO shares in Q2 2026, an estimated $24.3K.
  • XPO made up 0.18% of OneAscent Family Office's portfolio in Q2 2026, its #115 holding.
  • OneAscent Family Office first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
  • 752 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.