Turning Point Benefit Group’s XP XP Stock Holding History

Turning Point Benefit Group’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	–	Sell	-12	Closed	-$196	–	814
2025 Q4	$196	Hold	12	–	–	﹤0.01%	761
2025 Q3	$218	Buy	+12	New	+$215	﹤0.01%	640

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Turning Point Benefit Group's XP Position: Q1 2026 in Review

Turning Point Benefit Group sold out of XP (XP) in Q1 2026, closing a stake of 12 shares — an estimated $196 sold.

Turning Point Benefit Group first reported a position in XP in Q3 2025 and held it in 2 quarters. The position peaked at $218 in Q3 2025. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

Turning Point Benefit Group reported no remaining XP position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 12 XP shares in Q1 2026, an estimated $196.
Turning Point Benefit Group first reported a position in XP in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's XP position peaked at $218 in Q3 2025.
356 funds tracked by Wall St. Rank held XP as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.