SAM
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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
Q2 		$5.82K Hold
357
– – ﹤0.01% 2628
2026
Q1 		$6.33K Hold
357
– – ﹤0.01% 2553
2025
Q4 		$5.91K 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% -$5.47K ﹤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 $6.73T 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

Smartleaf Asset Management's XP Position: Q2 2026 in Review

Smartleaf Asset Management held its XP (XP) position steady in Q2 2026 at 357 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Smartleaf Asset Management first reported a position in XP in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.8K in Q1 2024. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Smartleaf Asset Management held 357 shares of XP worth $5.82K as of Q2 2026.
  • Smartleaf Asset Management left its XP share count unchanged in Q2 2026.
  • XP made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2628 holding.
  • Smartleaf Asset Management first reported a position in XP in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's XP position peaked at $28.8K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.