Root Financial Partners’s XP XP Stock Holding History

Root Financial Partners’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	-70	Closed	-$1.33K	–	3230
2026 Q1	$1.33K	Buy	70 +53	+312%	+$1.02K	﹤0.01%	2480
2025 Q4	$278	Buy	+17	New	+$299	﹤0.01%	2270

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Root Financial Partners's XP Position: Q2 2026 in Review

Root Financial Partners sold out of XP (XP) in Q2 2026, closing a stake of 70 shares — an estimated $1.33K sold.

Root Financial Partners first reported a position in XP in Q4 2025 and held it in 2 quarters. The position peaked at $1.33K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Root Financial Partners reported no remaining XP position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 70 XP shares in Q2 2026, an estimated $1.33K.
Root Financial Partners first reported a position in XP in Q4 2025 and held it in 2 quarters.
Root Financial Partners's XP position peaked at $1.33K in Q1 2026.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.