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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
Q2 		$576K Sell
35,412
-19,092
-35% -$340K 0.01% 1013
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 $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

Principal Securities's XP Position: Q2 2026 in Review

Principal Securities reduced its XP (XP) stake by 35% in Q2 2026, selling an estimated $340K and leaving 35,412 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #1013.

Principal Securities first reported a position in XP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Principal Securities held 35,412 shares of XP worth $576K as of Q2 2026.
  • Principal Securities sold 19,092 XP shares in Q2 2026, an estimated $340K.
  • XP made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1013 holding.
  • Principal Securities first reported a position in XP in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's XP position peaked at $1.04M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.