Wells Fargo’s XP XP Stock Holding History

Wells Fargo’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
2021 Q1	–	Sell	-25,000	Closed	-$45K	–	7462
2020 Q4	$45K	Buy	+25,000	New	+$1.02M	﹤0.01%	5617

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 $3.38T AUM 44.17% 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

Wells Fargo's XP Position: Q2 2026 in Review

Wells Fargo reduced its XP (XP) stake by 16% in Q2 2026, selling an estimated $87K and leaving 25,530 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #4755.

Wells Fargo first reported a position in XP in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.24M in Q4 2020. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Wells Fargo held 25,530 shares of XP worth $415K as of Q2 2026.
Wells Fargo sold 4,881 XP shares in Q2 2026, an estimated $87K.
XP made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4755 holding.
Wells Fargo first reported a position in XP in Q4 2019 and has held it in 27 quarters since.
Wells Fargo's XP position peaked at $3.24M in Q4 2020.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.