Xponance’s XP XP Stock Holding History

Xponance’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	$567K	Sell	34,850 -2,943	-8%	-$52.5K	﹤0.01%	1050
2026 Q1	$720K	Buy	37,793 +9,106	+32%	+$176K	0.01%	863
2025 Q4	$470K	Sell	28,687 -266	-0.9%	-$4.68K	﹤0.01%	977
2025 Q3	$544K	Sell	28,953 -3,560	-11%	-$63.8K	﹤0.01%	943
2025 Q2	$657K	Buy	32,513 +8,918	+38%	+$154K	0.01%	851
2025 Q1	$324K	Buy	23,595 +309	+1%	+$4.25K	﹤0.01%	1073
2024 Q4	$276K	Buy	23,286 +3,303	+17%	+$52K	﹤0.01%	1158
2024 Q3	$358K	Buy	19,983 +818	+4%	+$14.9K	﹤0.01%	1035
2024 Q2	$337K	Buy	19,165 +4,560	+31%	+$94.2K	﹤0.01%	1020
2024 Q1	$375K	Buy	14,605 +106	+0.7%	+$2.66K	﹤0.01%	1022
2023 Q4	$378K	Sell	14,499 -79	-0.5%	-$1.8K	﹤0.01%	1014
2023 Q3	$336K	Buy	14,578 +264	+2%	+$6.62K	﹤0.01%	1012
2023 Q2	$336K	Buy	+14,314	New	+$243K	﹤0.01%	1026

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

Xponance's XP Position: Q2 2026 in Review

Xponance reduced its XP (XP) stake by 7.8% in Q2 2026, selling an estimated $52.5K and leaving 34,850 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Xponance first reported a position in XP in Q2 2023 and has held it in 13 quarters since. The position peaked at $720K in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

Xponance held 34,850 shares of XP worth $567K as of Q2 2026.
Xponance sold 2,943 XP shares in Q2 2026, an estimated $52.5K.
XP made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1050 holding.
Xponance first reported a position in XP in Q2 2023 and has held it in 13 quarters since.
Xponance's XP position peaked at $720K in Q1 2026.
320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.