SEI Investments
XP icon

SEI Investments’s XP XP Stock Holding History

SEI Investments’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 		$27.1M Buy
1,666,860
+40,371
+2% +$720K 0.02% 670
2026
Q1 		$31M Buy
1,626,489
+37,929
+2% +$733K 0.03% 609
2025
Q4 		$26M Buy
1,588,560
+555,198
+54% +$9.77M 0.03% 628
2025
Q3 		$19.4M Buy
1,033,362
+248,078
+32% +$4.45M 0.02% 740
2025
Q2 		$15.9M Buy
785,284
+601,325
+327% +$10.4M 0.02% 791
2025
Q1 		$2.53M Sell
183,959
-218,642
-54% -$3.01M ﹤0.01% 1547
2024
Q4 		$4.77M Sell
402,601
-158,146
-28% -$2.49M 0.01% 1307
2024
Q3 		$10.1M Sell
560,747
-73,096
-12% -$1.33M 0.01% 988
2024
Q2 		$11.1M Sell
633,843
-356,720
-36% -$7.37M 0.02% 868
2024
Q1 		$25.4M Sell
990,563
-18,802
-2% -$472K 0.04% 496
2023
Q4 		$26.3M Buy
1,009,365
+321,006
+47% +$7.33M 0.04% 459
2023
Q3 		$15.9M Sell
688,359
-119,305
-15% -$2.99M 0.03% 632
2023
Q2 		$18.9M Sell
807,664
-14,552
-2% -$247K 0.03% 583
2023
Q1 		$9.76M Sell
822,216
-693,458
-46% -$9.88M 0.02% 860
2022
Q4 		$23.3M Buy
1,515,674
+46,962
+3% +$821K 0.05% 407
2022
Q3 		$27.9M Buy
1,468,712
+142,159
+11% +$2.82M 0.06% 348
2022
Q2 		$23.8M Buy
1,326,553
+93,648
+8% +$2.16M 0.05% 407
2022
Q1 		$37.1M Buy
1,232,905
+522,833
+74% +$16.3M 0.07% 286
2021
Q4 		$20.4M Buy
710,072
+347,825
+96% +$11.3M 0.04% 486
2021
Q3 		$14.6M Buy
362,247
+186,932
+107% +$8.35M 0.03% 581
2021
Q2 		$7.64M Buy
175,315
+50,900
+41% +$2.1M 0.02% 873
2021
Q1 		$4.69M Buy
124,415
+44,858
+56% +$1.92M 0.01% 1051
2020
Q4 		$3.15M Buy
79,557
+32,513
+69% +$1.33M 0.01% 1174
2020
Q3 		$1.96M Buy
+47,044
New +$2.15M 0.01% 1291

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

SEI Investments's XP Position: Q2 2026 in Review

SEI Investments increased its XP (XP) stake by 2.5% in Q2 2026, buying an estimated $720K and bringing the position to 1,666,860 shares worth $27.1M. The position accounts for 0.02% of the portfolio, ranked #670.

SEI Investments first reported a position in XP in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.1M in Q1 2022. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • SEI Investments held 1,666,860 shares of XP worth $27.1M as of Q2 2026.
  • SEI Investments bought 40,371 XP shares in Q2 2026, an estimated $720K.
  • XP made up 0.02% of SEI Investments's portfolio in Q2 2026, its #670 holding.
  • SEI Investments first reported a position in XP in Q3 2020 and has held it in 24 quarters since.
  • SEI Investments's XP position peaked at $37.1M in Q1 2022.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.