SageView Advisory Group’s XP XP Stock Holding History

SageView Advisory 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	–	Sell	-95	Closed	-$1.56K	–	2467
2025 Q4	$1.56K	Buy	+95	New	+$1.67K	﹤0.01%	2289

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

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

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

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

SageView Advisory Group's XP Position: Q1 2026 in Review

SageView Advisory Group sold out of XP (XP) in Q1 2026, closing a stake of 95 shares — an estimated $1.56K sold.

SageView Advisory Group first reported a position in XP in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

SageView Advisory Group reported no remaining XP position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 95 XP shares in Q1 2026, an estimated $1.56K.
SageView Advisory Group first reported a position in XP in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's XP position peaked at $1.56K in Q4 2025.
359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.