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Steward Partners Investment Advisory’s Xperi XPER Stock Holding History

Steward Partners Investment Advisory’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29K Sell
400
-6
-1% -$43 ﹤0.01% 4106
2026
Q1 		$2.27K Buy
406
+6
+2% +$35 ﹤0.01% 4016
2025
Q4 		$2.34K Hold
400
– – ﹤0.01% 3921
2025
Q3 		$2.59K Hold
400
– – ﹤0.01% 3855
2025
Q2 		$3.16K Hold
400
– – ﹤0.01% 3616
2025
Q1 		$3.09K Hold
400
– – ﹤0.01% 3535
2024
Q4 		$4.11K Hold
400
– – ﹤0.01% 3435
2024
Q3 		$3.7K Buy
+400
New +$3.29K ﹤0.01% 3276

Other funds holding XPER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its Xperi (XPER) stake by 1.5% in Q2 2026, selling an estimated $43 and leaving 400 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4106.

Steward Partners Investment Advisory first reported a position in XPER in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.11K in Q4 2024. 140 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Steward Partners Investment Advisory held 400 shares of Xperi worth $3.29K as of Q2 2026.
  • Steward Partners Investment Advisory sold 6 Xperi shares in Q2 2026, an estimated $43.
  • Xperi made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4106 holding.
  • Steward Partners Investment Advisory first reported a position in Xperi in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Xperi position peaked at $4.11K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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