Twin Peaks Wealth Advisors’s XP XP Stock Holding History

Twin Peaks Wealth 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	–	Sell	-3	Closed	-$57	–	2265
2026 Q1	$57	Buy	+3	New	+$58	﹤0.01%	2294

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Twin Peaks Wealth Advisors's XP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of XP (XP) in Q2 2026, closing a stake of 3 shares — an estimated $57 sold.

Twin Peaks Wealth Advisors first reported a position in XP in Q1 2026 and held it in 1 quarter. The position peaked at $57 in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining XP position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 3 XP shares in Q2 2026, an estimated $57.
Twin Peaks Wealth Advisors first reported a position in XP in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's XP position peaked at $57 in Q1 2026.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.