SPIA
XP icon

Steward Partners Investment Advisory’s XP XP Stock Holding History

Steward Partners Investment Advisory’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 		$152 Buy
+9
New +$160 ﹤0.01% 4540
2020
Q3 		– Sell
-500
Closed -$21K – 2865
2020
Q2 		$21K Buy
500
+250
+100% +$7.67K ﹤0.01% 1764
2020
Q1 		$4K Buy
+250
New +$8.45K ﹤0.01% 2172

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's XP Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in XP (XP) in Q2 2026: 9 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #4540 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in XP as recently as Q2 2020.

Steward Partners Investment Advisory first reported a position in XP in Q1 2020 and has held it in 3 quarters since. The position peaked at $21K in Q2 2020. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Steward Partners Investment Advisory held 9 shares of XP worth $152 as of Q2 2026.
  • XP was a new Steward Partners Investment Advisory position in Q2 2026.
  • XP made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4540 holding.
  • Steward Partners Investment Advisory first reported a position in XP in Q1 2020 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's XP position peaked at $21K in Q2 2020.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.