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Xp Inc cl a shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Xp Inc cl a (XP) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Xp Inc cl a

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All positions including Xp Inc cl a held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xp Inc cl a by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 19k 18.79
2024-03-31 $273k 11k 25.65
2023-12-31 $295k 11k 26.04
2023-09-30 $276k 12k 23.08

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent Wealth Management

Top funds holding Xp Inc cl a

BlackRock
Capital World Investors
Dodge & Cox
General Atlantic
Schroder Investment Management Group
Massachusetts Financial Services
Arrowstreet Capital, Limited Partnership
Atmos Capital Gestao De Recursos
State Street Corporation
ARGA Investment Management
Morgan Stanley
Squadra Investments - Gestao De Recursos
FMR
Investec Asset Management
Geode Capital Management

View all funds holding Xp Inc cl a