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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Truist Financial's XP Position: Q1 2026 in Review

Truist Financial opened a new position in XP (XP) in Q1 2026: 10,895 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #2633 among its holdings. This is a return to the name: Truist Financial previously reported a position in XP as recently as Q3 2024.

Truist Financial first reported a position in XP in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.51M in Q3 2023. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • Truist Financial held 10,895 shares of XP worth $207K as of Q1 2026.
  • XP was a new Truist Financial position in Q1 2026.
  • XP made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2633 holding.
  • Truist Financial first reported a position in XP in Q4 2021 and has held it in 13 quarters since.
  • Truist Financial's XP position peaked at $2.51M in Q3 2023.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.