Truist Financial
XP icon

Truist Financial’s XP XP Stock Holding History

Truist Financial’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 		– Sell
-10,895
Closed -$207K – 3017
2026
Q1 		$207K Buy
+10,895
New +$211K ﹤0.01% 2633
2024
Q4 		– Sell
-10,579
Closed -$190K – 2641
2024
Q3 		$190K Sell
10,579
-20,735
-66% -$378K ﹤0.01% 2363
2024
Q2 		$551K Sell
31,314
-3,896
-11% -$80.5K ﹤0.01% 1914
2024
Q1 		$903K Sell
35,210
-43,820
-55% -$1.1M ﹤0.01% 1664
2023
Q4 		$2.06M Sell
79,030
-30,047
-28% -$686K ﹤0.01% 1240
2023
Q3 		$2.51M Buy
109,077
+63,307
+138% +$1.59M ﹤0.01% 1125
2023
Q2 		$1.07M Buy
45,770
+12,407
+37% +$211K ﹤0.01% 1556
2023
Q1 		$396K Sell
33,363
-5,628
-14% -$80.2K ﹤0.01% 2114
2022
Q4 		$598K Sell
38,991
-7,911
-17% -$138K ﹤0.01% 1836
2022
Q3 		$892K Sell
46,902
-893
-2% -$17.7K ﹤0.01% 1544
2022
Q2 		$858K Buy
47,795
+838
+2% +$19.3K ﹤0.01% 1630
2022
Q1 		$1.41M Buy
46,957
+36,974
+370% +$1.15M ﹤0.01% 1454
2021
Q4 		$287K Buy
+9,983
New +$325K ﹤0.01% 2394

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

Truist Financial's XP Position: Q2 2026 in Review

Truist Financial sold out of XP (XP) in Q2 2026, closing a stake of 10,895 shares — an estimated $207K sold.

Truist Financial first reported a position in XP in Q4 2021 and held it in 13 quarters. The position peaked at $2.51M in Q3 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Truist Financial reported no remaining XP position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 10,895 XP shares in Q2 2026, an estimated $207K.
  • Truist Financial first reported a position in XP in Q4 2021 and held it in 13 quarters.
  • Truist Financial's XP position peaked at $2.51M in Q3 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.