PAG
XP icon

Private Advisor Group’s XP XP Stock Holding History

Private Advisor Group’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 		– Sell
-17,706
Closed -$337K – 2922
2026
Q1 		$337K Sell
17,706
-183
-1% -$3.54K ﹤0.01% 2115
2025
Q4 		$293K Sell
17,889
-15,064
-46% -$265K ﹤0.01% 2174
2025
Q3 		$619K Buy
32,953
+339
+1% +$6.08K ﹤0.01% 1660
2025
Q2 		$659K Buy
32,614
+12,356
+61% +$214K ﹤0.01% 1536
2025
Q1 		$279K Sell
20,258
-561
-3% -$7.72K ﹤0.01% 1917
2024
Q4 		$247K Buy
20,819
+1,201
+6% +$18.9K ﹤0.01% 1977
2024
Q3 		$352K Buy
19,618
+276
+1% +$5.03K ﹤0.01% 1833
2024
Q2 		$340K Sell
19,342
-395
-2% -$8.16K ﹤0.01% 1802
2024
Q1 		$506K Buy
19,737
+525
+3% +$13.2K ﹤0.01% 1511
2023
Q4 		$501K Buy
19,212
+140
+0.7% +$3.19K ﹤0.01% 1477
2023
Q3 		$440K Sell
19,072
-391
-2% -$9.8K ﹤0.01% 1435
2023
Q2 		$457K Buy
+19,463
New +$330K ﹤0.01% 1408

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

Private Advisor Group's XP Position: Q2 2026 in Review

Private Advisor Group sold out of XP (XP) in Q2 2026, closing a stake of 17,706 shares — an estimated $337K sold.

Private Advisor Group first reported a position in XP in Q2 2023 and held it in 12 quarters. The position peaked at $659K in Q2 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Private Advisor Group reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 17,706 XP shares in Q2 2026, an estimated $337K.
  • Private Advisor Group first reported a position in XP in Q2 2023 and held it in 12 quarters.
  • Private Advisor Group's XP position peaked at $659K in Q2 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.