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Strategic Investment Advisors’s XP XP Stock Holding History

Strategic Investment 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
2026
Q2 		$103K Sell
6,304
-313
-5% -$5.58K 0.01% 394
2026
Q1 		$126K Buy
+6,617
New +$128K 0.01% 356

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

Strategic Investment Advisors's XP Position: Q2 2026 in Review

Strategic Investment Advisors reduced its XP (XP) stake by 4.7% in Q2 2026, selling an estimated $5.58K and leaving 6,304 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #394.

Strategic Investment Advisors first reported a position in XP in Q1 2026 and has held it in 2 quarters since. The position peaked at $126K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Strategic Investment Advisors held 6,304 shares of XP worth $103K as of Q2 2026.
  • Strategic Investment Advisors sold 313 XP shares in Q2 2026, an estimated $5.58K.
  • XP made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #394 holding.
  • Strategic Investment Advisors first reported a position in XP in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's XP position peaked at $126K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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