RIL
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Rothschild Investment LLC’s XP XP Stock Holding History

Rothschild Investment LLC’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 		$5.43K Sell
334
-1,189
-78% -$21.2K ﹤0.01% 2223
2026
Q1 		$29K Buy
1,523
+1,402
+1,159% +$27.1K ﹤0.01% 1278
2025
Q4 		$1.98K Sell
121
-5,501
-98% -$96.8K ﹤0.01% 2382
2025
Q3 		$106K Buy
5,622
+5,577
+12,393% +$100K 0.01% 781
2025
Q2 		$909 Buy
45
+20
+80% +$346 ﹤0.01% 2522
2025
Q1 		$344 Buy
+25
New +$344 ﹤0.01% 2733
2024
Q4 		– Sell
-10
Closed -$179 – 3055
2024
Q3 		$179 Buy
+10
New +$182 ﹤0.01% 2728

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

Rothschild Investment LLC's XP Position: Q2 2026 in Review

Rothschild Investment LLC reduced its XP (XP) stake by 78% in Q2 2026, selling an estimated $21.2K and leaving 334 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Rothschild Investment LLC first reported a position in XP in Q3 2024 and has held it in 7 quarters since. The position peaked at $106K in Q3 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Rothschild Investment LLC held 334 shares of XP worth $5.43K as of Q2 2026.
  • Rothschild Investment LLC sold 1,189 XP shares in Q2 2026, an estimated $21.2K.
  • XP made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2223 holding.
  • Rothschild Investment LLC first reported a position in XP in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's XP position peaked at $106K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.