OFS
XP icon

OneAscent Financial Services’s XP XP Stock Holding History

OneAscent 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 		$186K Sell
11,430
-14,329
-56% -$255K 0.01% 593
2026
Q1 		$490K Buy
25,759
+5,922
+30% +$114K 0.03% 352
2025
Q4 		$325K Buy
19,837
+1,344
+7% +$23.7K 0.03% 334
2025
Q3 		$347K Buy
+18,493
New +$332K 0.02% 359
2024
Q2 		– Sell
-12,055
Closed -$309K – 414
2024
Q1 		$309K Sell
12,055
-1,413
-10% -$35.4K 0.03% 283
2023
Q4 		$351K Buy
13,468
+1,799
+15% +$41.1K 0.04% 238
2023
Q3 		$269K Buy
+11,669
New +$293K 0.07% 195

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 $3.38T AUM 44.17% 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

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

OneAscent Financial Services reduced its XP (XP) stake by 56% in Q2 2026, selling an estimated $255K and leaving 11,430 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #593.

OneAscent Financial Services first reported a position in XP in Q3 2023 and has held it in 7 quarters since. The position peaked at $490K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • OneAscent Financial Services held 11,430 shares of XP worth $186K as of Q2 2026.
  • OneAscent Financial Services sold 14,329 XP shares in Q2 2026, an estimated $255K.
  • XP made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #593 holding.
  • OneAscent Financial Services first reported a position in XP in Q3 2023 and has held it in 7 quarters since.
  • OneAscent Financial Services's XP position peaked at $490K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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