Patriot Financial Group Insurance Agency’s XPO XPO Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-1,574	Closed	-$306K	–	705
2026 Q1	$306K	Buy	+1,574	New	+$282K	0.02%	562
2022 Q3	–	Sell	-1,023	Closed	-$29K	–	1978
2022 Q2	$29K	Buy	1,023 +1,010	+7,769%	+$32.1K	0.01%	905
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	1996
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	2094
2021 Q3	$1K	Sell	13 -10	-43%	-$501	﹤0.01%	2104
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	2034
2021 Q1	$1K	Buy	+23	New	+$954	﹤0.01%	1937
2020 Q4	–	Sell	-12	Closed	–	–	2019
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1873
2020 Q2	$0	Buy	+12	New	+$287	﹤0.01%	1864

Other funds holding XPO

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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XPO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of XPO (XPO) in Q2 2026, closing a stake of 1,574 shares — an estimated $306K sold.

Patriot Financial Group Insurance Agency first reported a position in XPO in Q2 2020 and held it in 9 quarters. The position peaked at $306K in Q1 2026. 746 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining XPO position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,574 XPO shares in Q2 2026, an estimated $306K.
Patriot Financial Group Insurance Agency first reported a position in XPO in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's XPO position peaked at $306K in Q1 2026.
746 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.