SummitTX Capital’s XP XP Stock Holding History

SummitTX Capital’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	–	Sell	-30,978	Closed	-$507K	–	1006
2025 Q4	$507K	Buy	30,978 +857	+3%	+$15.1K	0.02%	525
2025 Q3	$566K	Buy	+30,121	New	+$540K	0.02%	502

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

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

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

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

SummitTX Capital's XP Position: Q1 2026 in Review

SummitTX Capital sold out of XP (XP) in Q1 2026, closing a stake of 30,978 shares — an estimated $507K sold.

SummitTX Capital first reported a position in XP in Q3 2025 and held it in 2 quarters. The position peaked at $566K in Q3 2025. 359 funds tracked by Wall St. Rank hold XP as of Q1 2026.

SummitTX Capital reported no remaining XP position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 30,978 XP shares in Q1 2026, an estimated $507K.
SummitTX Capital first reported a position in XP in Q3 2025 and held it in 2 quarters.
SummitTX Capital's XP position peaked at $566K in Q3 2025.
359 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.