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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Summit Trail Advisors's XP Position: Q1 2026 in Review

Summit Trail Advisors increased its XP (XP) stake by 20% in Q1 2026, buying an estimated $102K and bringing the position to 31,390 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #1105.

Summit Trail Advisors first reported a position in XP in Q3 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Summit Trail Advisors held 31,390 shares of XP worth $598K as of Q1 2026.
  • Summit Trail Advisors bought 5,256 XP shares in Q1 2026, an estimated $102K.
  • XP made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1105 holding.
  • Summit Trail Advisors first reported a position in XP in Q3 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.