SW
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SVB Wealth’s XP XP Stock Holding History

SVB Wealth’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
-612
Closed -$8.41K – 1648
2025
Q1 		$8.41K Buy
+612
New +$8.43K ﹤0.01% 927

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

SVB Wealth's XP Position: Q2 2025 in Review

SVB Wealth sold out of XP (XP) in Q2 2025, closing a stake of 612 shares — an estimated $8.41K sold.

SVB Wealth first reported a position in XP in Q1 2025 and held it in 1 quarter. The position peaked at $8.41K in Q1 2025. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • SVB Wealth reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 612 XP shares in Q2 2025, an estimated $8.41K.
  • SVB Wealth first reported a position in XP in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's XP position peaked at $8.41K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.