Versant Capital Management’s XP XP Stock Holding History

Versant Capital Management’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	$57.9K	Sell	3,559 -1,669	-32%	-$29.8K	0.01%	1255
2026 Q1	$99.5K	Buy	5,228 +1,070	+26%	+$20.7K	0.01%	867
2025 Q4	$68.1K	Buy	4,158 +1,031	+33%	+$18.2K	0.01%	933
2025 Q3	$58.8K	Buy	3,127 +491	+19%	+$8.8K	0.01%	958
2025 Q2	$53.2K	Buy	2,636 +1,017	+63%	+$17.6K	0.01%	959
2025 Q1	$22.3K	Buy	+1,619	New	+$22.3K	﹤0.01%	1285

Other funds holding XP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return