Position in XPO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$675,198
+$8,476 QoQ
Shares Held
3,289
-4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#414
of 748 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $5,137,405 across 5 Trucking names. XPO ranks #3 (13.1% of the industry book) .
All Filings in XPO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,198 | 3,289 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $666,722 | 3,427 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $488,188 | 3,592 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $201,531 | 1,559 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||