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Transamerica Financial Advisors’s XP XP Stock Holding History

Transamerica Financial 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 		$23.1K Buy
1,423
+213
+18% +$3.8K ﹤0.01% 839
2026
Q1 		$23.1K Buy
1,210
+1,025
+554% +$19.8K ﹤0.01% 775
2025
Q4 		$3.04K Buy
185
+182
+6,067% +$3.2K ﹤0.01% 1051
2025
Q3 		$56 Buy
+3
New +$54 ﹤0.01% 1572

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

Transamerica Financial Advisors's XP Position: Q2 2026 in Review

Transamerica Financial Advisors increased its XP (XP) stake by 18% in Q2 2026, buying an estimated $3.8K and bringing the position to 1,423 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Transamerica Financial Advisors first reported a position in XP in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Transamerica Financial Advisors held 1,423 shares of XP worth $23.1K as of Q2 2026.
  • Transamerica Financial Advisors bought 213 XP shares in Q2 2026, an estimated $3.8K.
  • XP made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #839 holding.
  • Transamerica Financial Advisors first reported a position in XP in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.