TCI
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Triveni Capital Investments’s XP XP Stock Holding History

Triveni Capital Investments’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 		$3.92M Sell
241,362
-170,602
-41% -$3.04M 4.68% 12
2026
Q1 		$7.84M Buy
411,964
+78,230
+23% +$1.51M 7.77% 6
2025
Q4 		$5.46M Buy
+333,734
New +$5.88M 4.07% 16

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

Triveni Capital Investments's XP Position: Q2 2026 in Review

Triveni Capital Investments reduced its XP (XP) stake by 41% in Q2 2026, selling an estimated $3.04M and leaving 241,362 shares worth $3.92M. The position accounts for 4.68% of the portfolio, ranked #12.

Triveni Capital Investments first reported a position in XP in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.84M in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Triveni Capital Investments held 241,362 shares of XP worth $3.92M as of Q2 2026.
  • Triveni Capital Investments sold 170,602 XP shares in Q2 2026, an estimated $3.04M.
  • XP made up 4.68% of Triveni Capital Investments's portfolio in Q2 2026, its #12 holding.
  • Triveni Capital Investments first reported a position in XP in Q4 2025 and has held it in 3 quarters since.
  • Triveni Capital Investments's XP position peaked at $7.84M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Triveni Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.