OIS
XP icon

OneAscent Investment Solutions’s XP XP Stock Holding History

OneAscent Investment Solutions’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 		– Sell
-16,289
Closed -$310K – 177
2026
Q1 		$310K Buy
16,289
+385
+2% +$7.44K 0.31% 94
2025
Q4 		$260K Sell
15,904
-65
-0.4% -$1.14K 0.28% 106
2025
Q3 		$300K Buy
+15,969
New +$286K 0.32% 97

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 $3.37T 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

OneAscent Investment Solutions's XP Position: Q2 2026 in Review

OneAscent Investment Solutions sold out of XP (XP) in Q2 2026, closing a stake of 16,289 shares — an estimated $310K sold.

OneAscent Investment Solutions first reported a position in XP in Q3 2025 and held it in 3 quarters. The position peaked at $310K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • OneAscent Investment Solutions reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • OneAscent Investment Solutions sold 16,289 XP shares in Q2 2026, an estimated $310K.
  • OneAscent Investment Solutions first reported a position in XP in Q3 2025 and held it in 3 quarters.
  • OneAscent Investment Solutions's XP position peaked at $310K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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