Steve Schonfeld’s XP XP Stock Holding History

Steve Schonfeld’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	$2.41M	Buy	+148,408	New	+$2.65M	0.01%	975
2025 Q4	–	Sell	-158,965	Closed	-$2.99M	–	2669
2025 Q3	$2.99M	Buy	+158,965	New	+$2.85M	0.02%	834
2024 Q4	–	Sell	-16,550	Closed	-$297K	–	2451
2024 Q3	$297K	Sell	16,550 -305,170	-95%	-$5.56M	﹤0.01%	1660
2024 Q2	$5.66M	Buy	321,720 +52,136	+19%	+$1.08M	0.04%	518
2024 Q1	$6.92M	Buy	269,584 +236,584	+717%	+$5.93M	0.05%	516
2023 Q4	$860K	Buy	+33,000	New	+$753K	0.01%	1084
2023 Q3	–	Sell	-43,880	Closed	-$1.03M	–	2372
2023 Q2	$1.03M	Buy	+43,880	New	+$745K	0.01%	963
2022 Q2	–	Sell	-8,897	Closed	-$268K	–	3061
2022 Q1	$268K	Buy	+8,897	New	+$277K	﹤0.01%	1750
2021 Q4	–	Sell	-9,906	Closed	-$397K	–	2594
2021 Q3	$397K	Sell	9,906 -594	-6%	-$26.5K	﹤0.01%	1383
2021 Q2	$457K	Buy	+10,500	New	+$434K	﹤0.01%	1242

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

Steve Schonfeld's XP Position: Q2 2026 in Review

Steve Schonfeld opened a new position in XP (XP) in Q2 2026: 148,408 shares worth $2.41M. The stake represents 0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in XP as recently as Q3 2025.

Steve Schonfeld first reported a position in XP in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.92M in Q1 2024. 319 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Steve Schonfeld held 148,408 shares of XP worth $2.41M as of Q2 2026.
XP was a new Steve Schonfeld position in Q2 2026.
XP made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #975 holding.
Steve Schonfeld first reported a position in XP in Q2 2021 and has held it in 10 quarters since.
Steve Schonfeld's XP position peaked at $6.92M in Q1 2024.
319 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.