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Pinnacle Bancorp’s XP XP Stock Holding History

Pinnacle Bancorp’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
Q1 		– Sell
-592
Closed -$7.01K – 939
2024
Q4 		$7.01K Hold
592
– – ﹤0.01% 744
2024
Q3 		$10.6K Hold
592
– – ﹤0.01% 688
2024
Q2 		$10.4K Hold
592
– – ﹤0.01% 663
2024
Q1 		$15.2K Hold
592
– – ﹤0.01% 593
2023
Q4 		$15.4K Buy
+592
New +$13.5K 0.01% 573
2022
Q4 		– Sell
-606
Closed -$12K – 765
2022
Q3 		$12K Hold
606
– – 0.01% 530
2022
Q2 		$11K Hold
606
– – ﹤0.01% 553
2022
Q1 		$18K Buy
606
+505
+500% +$15.7K 0.01% 492
2021
Q4 		$3K Buy
+101
New +$3.29K ﹤0.01% 692

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Bancorp's XP Position: Q1 2025 in Review

Pinnacle Bancorp sold out of XP (XP) in Q1 2025, closing a stake of 592 shares — an estimated $7.01K sold.

Pinnacle Bancorp first reported a position in XP in Q4 2021 and held it in 9 quarters. The position peaked at $18K in Q1 2022. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Pinnacle Bancorp reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Bancorp sold 592 XP shares in Q1 2025, an estimated $7.01K.
  • Pinnacle Bancorp first reported a position in XP in Q4 2021 and held it in 9 quarters.
  • Pinnacle Bancorp's XP position peaked at $18K in Q1 2022.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Pinnacle Bancorp's 13F filing for Q1 2025, filed 23 Apr 2025.