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Principal Securities’s XP XP Stock Holding History

Principal Securities’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
Q1 		$1.04M Buy
54,504
+33,758
+163% +$652K 0.02% 720
2025
Q4 		$340K Buy
20,746
+5,973
+40% +$105K 0.01% 1084
2025
Q3 		$278K Buy
14,773
+3,165
+27% +$56.8K ﹤0.01% 1146
2025
Q2 		$234K Buy
11,608
+4,989
+75% +$86.2K ﹤0.01% 1172
2025
Q1 		$78.4K Hold
6,619
– – ﹤0.01% 1542
2024
Q4 		$78.4K Buy
6,619
+2,872
+77% +$45.2K ﹤0.01% 1539
2024
Q3 		$67.2K Buy
3,747
+559
+18% +$10.2K ﹤0.01% 1565
2024
Q2 		$56.1K Buy
3,188
+661
+26% +$13.7K ﹤0.01% 1574
2024
Q1 		$64.8K Buy
2,527
+134
+6% +$3.36K ﹤0.01% 1451
2023
Q4 		$62.4K Buy
+2,393
New +$54.6K ﹤0.01% 1390

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Principal Securities's XP Position: Q1 2026 in Review

Principal Securities increased its XP (XP) stake by 163% in Q1 2026, buying an estimated $652K and bringing the position to 54,504 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #720.

Principal Securities first reported a position in XP in Q4 2023 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Principal Securities held 54,504 shares of XP worth $1.04M as of Q1 2026.
  • Principal Securities bought 33,758 XP shares in Q1 2026, an estimated $652K.
  • XP made up 0.02% of Principal Securities's portfolio in Q1 2026, its #720 holding.
  • Principal Securities first reported a position in XP in Q4 2023 and has held it in 10 quarters since.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.