Royal London Asset Management’s XP XP Stock Holding History

Royal London Asset Management’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	$6.27M	Sell	385,600 -3,000	-0.8%	-$53.5K	0.01%	518
2026 Q1	$7.4M	Buy	388,600 +55,300	+17%	+$1.07M	0.02%	497
2025 Q4	$5.46M	Buy	333,300 +1,600	+0.5%	+$28.2K	0.01%	531
2025 Q3	$6.23M	Hold	331,700	–	–	0.01%	519
2025 Q2	$6.7M	Buy	331,700 +12,300	+4%	+$213K	0.02%	513
2025 Q1	$4.39M	Buy	319,400 +33,600	+12%	+$463K	0.01%	572
2024 Q4	$3.39M	Buy	+285,800	New	+$4.5M	0.01%	575

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

Royal London Asset Management's XP Position: Q2 2026 in Review

Royal London Asset Management reduced its XP (XP) stake by 0.77% in Q2 2026, selling an estimated $53.5K and leaving 385,600 shares worth $6.27M. The position accounts for 0.01% of the portfolio, ranked #518.

Royal London Asset Management first reported a position in XP in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.4M in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Royal London Asset Management held 385,600 shares of XP worth $6.27M as of Q2 2026.
Royal London Asset Management sold 3,000 XP shares in Q2 2026, an estimated $53.5K.
XP made up 0.01% of Royal London Asset Management's portfolio in Q2 2026, its #518 holding.
Royal London Asset Management first reported a position in XP in Q4 2024 and has held it in 7 quarters since.
Royal London Asset Management's XP position peaked at $7.4M in Q1 2026.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.