Operose Advisors’s XP XP Stock Holding History

Operose 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 Q2	$407	Hold	25	–	–	﹤0.01%	506
2026 Q1	$476	Buy	+25	New	+$483	﹤0.01%	566
2024 Q4	–	Sell	-61	Closed	-$1.09K	–	650
2024 Q3	$1.09K	Hold	61	–	–	﹤0.01%	587
2024 Q2	$1.07K	Hold	61	–	–	﹤0.01%	555
2024 Q1	$1.56K	Hold	61	–	–	﹤0.01%	599
2023 Q4	$1.59K	Hold	61	–	–	﹤0.01%	562
2023 Q3	$1.41K	Buy	+61	New	+$1.53K	﹤0.01%	718

Other funds holding XP

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

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Operose Advisors's XP Position: Q2 2026 in Review

Operose Advisors held its XP (XP) position steady in Q2 2026 at 25 shares worth $407. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Operose Advisors first reported a position in XP in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.59K in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Operose Advisors held 25 shares of XP worth $407 as of Q2 2026.
Operose Advisors left its XP share count unchanged in Q2 2026.
XP made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #506 holding.
Operose Advisors first reported a position in XP in Q3 2023 and has held it in 7 quarters since.
Operose Advisors's XP position peaked at $1.59K in Q4 2023.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.