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Wellspring Financial Advisors’s XPO XPO Stock Holding History

Wellspring Financial Advisors’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$762K Sell
3,712
-38
-1% -$8.04K 0.05% 125
2026
Q1 		$730K Buy
3,750
+1,033
+38% +$185K 0.05% 124
2025
Q4 		$369K Buy
+2,717
New +$370K 0.03% 170

Other funds holding XPO

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Wellspring Financial Advisors's XPO Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its XPO (XPO) stake by 1% in Q2 2026, selling an estimated $8.04K and leaving 3,712 shares worth $762K. The position accounts for 0.05% of the portfolio, ranked #125.

Wellspring Financial Advisors first reported a position in XPO in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Wellspring Financial Advisors held 3,712 shares of XPO worth $762K as of Q2 2026.
  • Wellspring Financial Advisors sold 38 XPO shares in Q2 2026, an estimated $8.04K.
  • XPO made up 0.05% of Wellspring Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • Wellspring Financial Advisors first reported a position in XPO in Q4 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held XPO as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.