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XP icon

Summit Securities Group’s XP XP Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-8,945
Closed -$123K – 1477
2025
Q1 		$123K Buy
+8,945
New +$123K 0.02% 215
2023
Q4 		– Sell
-1
Closed – – 948
2023
Q3 		$0 Buy
+1
New +$25 ﹤0.01% 1073
2023
Q1 		– Sell
-1
Closed – – 1362
2022
Q4 		$0 Hold
1
– – ﹤0.01% 1422
2022
Q3 		$0 Buy
+1
New +$20 ﹤0.01% 1199

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Summit Securities Group's XP Position: Q2 2025 in Review

Summit Securities Group sold out of XP (XP) in Q2 2025, closing a stake of 8,945 shares — an estimated $123K sold.

Summit Securities Group first reported a position in XP in Q3 2022 and held it in 4 quarters. The position peaked at $123K in Q1 2025. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • Summit Securities Group reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 8,945 XP shares in Q2 2025, an estimated $123K.
  • Summit Securities Group first reported a position in XP in Q3 2022 and held it in 4 quarters.
  • Summit Securities Group's XP position peaked at $123K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.