PTC
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Petrus Trust Company’s XP XP Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-11,130
Closed -$225K – 544
2025
Q2 		$225K Buy
+11,130
New +$192K 0.02% 433
2025
Q1 		– Sell
-11,277
Closed -$134K – 805
2024
Q4 		$134K Buy
+11,277
New +$177K 0.01% 565
2024
Q2 		– Sell
-8,247
Closed -$212K – 778
2024
Q1 		$212K Buy
+8,247
New +$207K 0.02% 564

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Petrus Trust Company's XP Position: Q3 2025 in Review

Petrus Trust Company sold out of XP (XP) in Q3 2025, closing a stake of 11,130 shares — an estimated $225K sold.

Petrus Trust Company first reported a position in XP in Q1 2024 and held it in 3 quarters. The position peaked at $225K in Q2 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Petrus Trust Company reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 11,130 XP shares in Q3 2025, an estimated $225K.
  • Petrus Trust Company first reported a position in XP in Q1 2024 and held it in 3 quarters.
  • Petrus Trust Company's XP position peaked at $225K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.