Sumitomo Mitsui DS Asset Management’s XP XP Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$347K	Sell	21,315 -53	-0.2%	-$945	﹤0.01%	709
2026 Q1	$407K	Hold	21,368	–	–	﹤0.01%	683
2025 Q4	$350K	Buy	21,368 +3,236	+18%	+$57K	﹤0.01%	696
2025 Q3	$341K	Sell	18,132 -49	-0.3%	-$879	﹤0.01%	685
2025 Q2	$367K	Buy	18,181 +54	+0.3%	+$933	﹤0.01%	678
2025 Q1	$249K	Buy	18,127 +1,861	+11%	+$25.6K	﹤0.01%	735
2024 Q4	$193K	Sell	16,266 -1,956	-11%	-$30.8K	﹤0.01%	760
2024 Q3	$327K	Buy	+18,222	New	+$332K	﹤0.01%	728

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's XP Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its XP (XP) stake by 0.25% in Q2 2026, selling an estimated $945 and leaving 21,315 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Sumitomo Mitsui DS Asset Management first reported a position in XP in Q3 2024 and has held it in 8 quarters since. The position peaked at $407K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 21,315 shares of XP worth $347K as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 53 XP shares in Q2 2026, an estimated $945.
XP made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #709 holding.
Sumitomo Mitsui DS Asset Management first reported a position in XP in Q3 2024 and has held it in 8 quarters since.
Sumitomo Mitsui DS Asset Management's XP position peaked at $407K in Q1 2026.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.