Stifel Financial
XP icon

Stifel Financial’s XP XP Stock Holding History

Stifel Financial’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 		$2.27M Sell
139,449
-16,886
-11% -$301K ﹤0.01% 1983
2026
Q1 		$2.98M Buy
156,335
+39,453
+34% +$762K ﹤0.01% 1675
2025
Q4 		$1.91M Sell
116,882
-44,517
-28% -$784K ﹤0.01% 1967
2025
Q3 		$3.03M Buy
161,399
+72,624
+82% +$1.3M ﹤0.01% 1598
2025
Q2 		$1.79M Buy
88,775
+63,928
+257% +$1.1M ﹤0.01% 1919
2025
Q1 		$342K Sell
24,847
-58,391
-70% -$804K ﹤0.01% 2901
2024
Q4 		$986K Buy
83,238
+41,924
+101% +$660K ﹤0.01% 2250
2024
Q3 		$741K Sell
41,314
-3,679
-8% -$67.1K ﹤0.01% 2424
2024
Q2 		$791K Sell
44,993
-18,097
-29% -$374K ﹤0.01% 2321
2024
Q1 		$1.62M Buy
63,090
+5,074
+9% +$127K ﹤0.01% 1879
2023
Q4 		$1.51M Buy
58,016
+17,481
+43% +$399K ﹤0.01% 1869
2023
Q3 		$934K Buy
40,535
+20,795
+105% +$521K ﹤0.01% 2092
2023
Q2 		$463K Buy
19,740
+3,443
+21% +$58.4K ﹤0.01% 2569
2023
Q1 		$193K Buy
+16,297
New +$232K ﹤0.01% 3061

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

Stifel Financial's XP Position: Q2 2026 in Review

Stifel Financial reduced its XP (XP) stake by 11% in Q2 2026, selling an estimated $301K and leaving 139,449 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Stifel Financial first reported a position in XP in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.03M in Q3 2025. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Stifel Financial held 139,449 shares of XP worth $2.27M as of Q2 2026.
  • Stifel Financial sold 16,886 XP shares in Q2 2026, an estimated $301K.
  • XP made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1983 holding.
  • Stifel Financial first reported a position in XP in Q1 2023 and has held it in 14 quarters since.
  • Stifel Financial's XP position peaked at $3.03M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.