Sumitomo Mitsui Trust Group’s XP XP Stock Holding History

Sumitomo Mitsui Trust Group’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	$14.6M	Buy	895,429 +23,868	+3%	+$426K	0.01%	643
2026 Q1	$16.6M	Buy	871,561 +71,674	+9%	+$1.39M	0.01%	638
2025 Q4	$13.1M	Buy	799,887 +24,614	+3%	+$433K	0.01%	660
2025 Q3	$14.6M	Buy	775,273 +19,257	+3%	+$345K	0.01%	659
2025 Q2	$15.3M	Buy	756,016 +46,254	+7%	+$799K	0.01%	650
2025 Q1	$9.76M	Buy	709,762 +101,950	+17%	+$1.4M	0.01%	692
2024 Q4	$7.2M	Sell	607,812 -179,839	-23%	-$2.83M	﹤0.01%	730
2024 Q3	$14.1M	Buy	+787,651	New	+$14.4M	0.01%	681

Other funds holding XP

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

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

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JGGDR

JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group's XP Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its XP (XP) stake by 2.7% in Q2 2026, buying an estimated $426K and bringing the position to 895,429 shares worth $14.6M. The position accounts for 0.01% of the portfolio, ranked #643.

Sumitomo Mitsui Trust Group first reported a position in XP in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.6M in Q1 2026. 76 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Sumitomo Mitsui Trust Group held 895,429 shares of XP worth $14.6M as of Q2 2026.
Sumitomo Mitsui Trust Group bought 23,868 XP shares in Q2 2026, an estimated $426K.
XP made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #643 holding.
Sumitomo Mitsui Trust Group first reported a position in XP in Q3 2024 and has held it in 8 quarters since.
Sumitomo Mitsui Trust Group's XP position peaked at $16.6M in Q1 2026.
76 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.