UMB Bank’s XP XP Stock Holding History

UMB Bank’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	$1.1K	Buy	58 +33	+132%	+$638	﹤0.01%	2212
2025 Q4	$409	Sell	25 -5	-17%	-$88	﹤0.01%	2258
2025 Q3	$564	Buy	30 +13	+76%	+$233	﹤0.01%	2122
2025 Q2	$343	Buy	17 +7	+70%	+$121	﹤0.01%	2089
2025 Q1	$138	Buy	+10	New	+$138	﹤0.01%	2092
2024 Q4	–	Sell	-168	Closed	-$3.01K	–	2191
2024 Q3	$3.01K	Sell	168 -1,377	-89%	-$25.1K	﹤0.01%	1878
2024 Q2	$27.2K	Buy	1,545 +214	+16%	+$4.42K	﹤0.01%	979
2024 Q1	$34.2K	Buy	1,331 +110	+9%	+$2.76K	﹤0.01%	920
2023 Q4	$31.8K	Hold	1,221	–	–	﹤0.01%	929
2023 Q3	$28.1K	Hold	1,221	–	–	﹤0.01%	980
2023 Q2	$28.6K	Buy	1,221 +1,216	+24,320%	+$20.6K	﹤0.01%	992
2023 Q1	$59	Sell	5 -744	-99%	-$10.6K	﹤0.01%	1684
2022 Q4	$11K	Sell	749 -163	-18%	-$2.85K	﹤0.01%	1290
2022 Q3	$17K	Buy	912 +708	+347%	+$14.1K	﹤0.01%	1165
2022 Q2	$3K	Hold	204	–	–	﹤0.01%	1698
2022 Q1	$6K	Hold	204	–	–	﹤0.01%	1635
2021 Q4	$6K	Buy	+204	New	+$6.64K	﹤0.01%	1610

Other funds holding XP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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 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 $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

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