Y-Intercept (HK)’s XP XP Stock Holding History

Y-Intercept (HK)’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	–	Sell	-32,028	Closed	-$610K	–	2238
2026 Q1	$610K	Buy	+32,028	New	+$619K	0.01%	1210
2025 Q4	–	Sell	-332,970	Closed	-$6.26M	–	2045
2025 Q3	$6.26M	Sell	332,970 -337,394	-50%	-$6.05M	0.15%	147
2025 Q2	$13.5M	Buy	670,364 +640,699	+2,160%	+$11.1M	0.33%	35
2025 Q1	$408K	Buy	+29,665	New	+$408K	0.03%	785
2024 Q3	–	Sell	-311,501	Closed	-$5.48M	–	1879
2024 Q2	$5.48M	Buy	311,501 +158,267	+103%	+$3.27M	0.3%	59
2024 Q1	$3.93M	Buy	153,234 +69,317	+83%	+$1.74M	0.3%	55
2023 Q4	$2.19M	Buy	+83,917	New	+$1.92M	0.2%	117
2021 Q3	–	Sell	-5,892	Closed	-$257K	–	954
2021 Q2	$257K	Buy	+5,892	New	+$244K	0.07%	465

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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