Smartleaf Asset Management
XP icon

Smartleaf Asset Management’s XP XP Stock Holding History

Smartleaf 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
Q3 		$2.57K Sell
127
-230
-64% -$4.09K ﹤0.01% 2966
2026
Q2 		$5.82K Hold
357
– – ﹤0.01% 2628
2026
Q1 		$6.33K Hold
357
– – ﹤0.01% 2553
2025
Q4 		$5.9K Sell
357
-574
-62% -$10.1K ﹤0.01% 2640
2025
Q3 		$17.7K Buy
931
+388
+71% +$6.96K ﹤0.01% 1859
2025
Q2 		$10.7K Sell
543
-158
-23% -$2.73K ﹤0.01% 1813
2025
Q1 		$10.4K Buy
701
+127
+22% +$1.75K ﹤0.01% 1915
2024
Q4 		$6.76K Sell
574
-972
-63% -$15.3K ﹤0.01% 2147
2024
Q3 		$28.1K Buy
1,546
+682
+79% +$12.4K ﹤0.01% 1155
2024
Q2 		$15.5K Sell
864
-265
-23% -$5.48K ﹤0.01% 1152
2024
Q1 		$28.8K Buy
1,129
+313
+38% +$7.85K 0.01% 788
2023
Q4 		$21.5K Buy
+816
New +$18.6K 0.01% 662

Other funds holding XP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
General Atlantic
General Atlantic New York $2.48B AUM 19.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Smartleaf Asset Management's XP Position: Q3 2026 in Review

Smartleaf Asset Management reduced its XP (XP) stake by 64% in Q3 2026, selling an estimated $4.09K and leaving 127 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Smartleaf Asset Management first reported a position in XP in Q4 2023 and has held it in 12 quarters since. The position peaked at $28.8K in Q1 2024. 293 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Smartleaf Asset Management held 127 shares of XP worth $2.57K as of Q3 2026.
  • Smartleaf Asset Management sold 230 XP shares in Q3 2026, an estimated $4.09K.
  • XP made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2966 holding.
  • Smartleaf Asset Management first reported a position in XP in Q4 2023 and has held it in 12 quarters since.
  • Smartleaf Asset Management's XP position peaked at $28.8K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held XP as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.