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Summit Trail Advisors’s XP XP Stock Holding History

Summit Trail 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 		$710K Buy
43,670
+12,280
+39% +$219K 0.01% 1115
2026
Q1 		$598K Buy
31,390
+5,256
+20% +$102K 0.01% 1105
2025
Q4 		$428K Buy
26,134
+3,850
+17% +$67.8K 0.01% 1119
2025
Q3 		$419K Buy
+22,284
New +$400K 0.01% 1128

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

Summit Trail Advisors's XP Position: Q2 2026 in Review

Summit Trail Advisors increased its XP (XP) stake by 39% in Q2 2026, buying an estimated $219K and bringing the position to 43,670 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #1115.

Summit Trail Advisors first reported a position in XP in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Summit Trail Advisors held 43,670 shares of XP worth $710K as of Q2 2026.
  • Summit Trail Advisors bought 12,280 XP shares in Q2 2026, an estimated $219K.
  • XP made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1115 holding.
  • Summit Trail Advisors first reported a position in XP in Q3 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.