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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

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 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 $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return