PHS
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Pekin Hardy Strauss’s XP XP Stock Holding History

Pekin Hardy Strauss’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 		$265K Sell
16,300
-1,000
-6% -$17.8K 0.02% 410
2026
Q1 		$329K Buy
17,300
+2,800
+19% +$54.1K 0.03% 360
2025
Q4 		$237K Buy
+14,500
New +$255K 0.02% 390

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

Pekin Hardy Strauss's XP Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its XP (XP) stake by 5.8% in Q2 2026, selling an estimated $17.8K and leaving 16,300 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #410.

Pekin Hardy Strauss first reported a position in XP in Q4 2025 and has held it in 3 quarters since. The position peaked at $329K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Pekin Hardy Strauss held 16,300 shares of XP worth $265K as of Q2 2026.
  • Pekin Hardy Strauss sold 1,000 XP shares in Q2 2026, an estimated $17.8K.
  • XP made up 0.02% of Pekin Hardy Strauss's portfolio in Q2 2026, its #410 holding.
  • Pekin Hardy Strauss first reported a position in XP in Q4 2025 and has held it in 3 quarters since.
  • Pekin Hardy Strauss's XP position peaked at $329K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.