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Resonant Capital Advisors’s XPO XPO Stock Holding History

Resonant Capital Advisors’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$835K Sell
4,067
-126
-3% -$26.7K 0.04% 211
2026
Q1 		$816K Buy
4,193
+96
+2% +$17.2K 0.04% 198
2025
Q4 		$557K Buy
+4,097
New +$558K 0.03% 233

Other funds holding XPO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Resonant Capital Advisors's XPO Position: Q2 2026 in Review

Resonant Capital Advisors reduced its XPO (XPO) stake by 3% in Q2 2026, selling an estimated $26.7K and leaving 4,067 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #211.

Resonant Capital Advisors first reported a position in XPO in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Resonant Capital Advisors held 4,067 shares of XPO worth $835K as of Q2 2026.
  • Resonant Capital Advisors sold 126 XPO shares in Q2 2026, an estimated $26.7K.
  • XPO made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #211 holding.
  • Resonant Capital Advisors first reported a position in XPO in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.