SGA
XP icon

Strategic Global Advisors’s XP XP Stock Holding History

Strategic Global Advisors’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
2025
Q4 		– Sell
-36,488
Closed -$686K – 161
2025
Q3 		$686K Buy
36,488
+11,390
+45% +$204K 0.1% 115
2025
Q2 		$507K Buy
+25,098
New +$434K 0.08% 127
2025
Q1 		– Sell
-238,524
Closed -$2.83M – 152
2024
Q4 		$2.83M Buy
238,524
+186,900
+362% +$2.94M 0.52% 56
2024
Q3 		$926K Buy
+51,624
New +$941K 0.18% 107

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Global Advisors's XP Position: Q4 2025 in Review

Strategic Global Advisors sold out of XP (XP) in Q4 2025, closing a stake of 36,488 shares — an estimated $686K sold.

Strategic Global Advisors first reported a position in XP in Q3 2024 and held it in 4 quarters. The position peaked at $2.83M in Q4 2024. 343 funds tracked by Wall St. Rank hold XP as of Q4 2025.

  • Strategic Global Advisors reported no remaining XP position as of Q4 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 36,488 XP shares in Q4 2025, an estimated $686K.
  • Strategic Global Advisors first reported a position in XP in Q3 2024 and held it in 4 quarters.
  • Strategic Global Advisors's XP position peaked at $2.83M in Q4 2024.
  • 343 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on Strategic Global Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.