Position in XPO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,687,527
+$2,731,548 QoQ
Shares Held
32,576
+60.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#173
of 748 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $8,140,972 across 9 Trucking names. XPO ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
This page
|
32,576 | $6,687,527 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
5,608 | $1,214,692 | |
| 3 | SAIA |
Saia Inc
|
346 | $145,721 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
680 | $52,951 | |
| 5 | RXO |
RXO, Inc.
|
754 | $20,802 | |
| 6 | ARCB |
Arcbest Corp /Tx/
|
96 | $13,779 | |
| 7 | MRTN |
Marten Transport Ltd
|
140 | $2,429 | |
| 8 | TFII |
TFI International Inc.
|
13 | $1,866 |
All Filings in XPO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,687,527 | 32,576 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,955,979 | 20,334 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $197,205 | 1,451 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $146,204 | 1,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $118,207 | 936 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $114,034 | 1,060 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $110,034 | 839 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $77,514 | 721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,534 | 721 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $75,780 | 621 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $65,692 | 750 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,461 | 850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,150 | 850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,969 | 1,347 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,995 | 2,403 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $318,407 | 7,152 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $344,440 | 7,152 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $505,668 | 6,946 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $596,984 | 7,710 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $574,169 | 7,215 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $996,296 | 7,122 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,107,480 | 8,982 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,036,086 | 8,692 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $707,080 | 8,352 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $688,451 | 8,912 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $22,522 | 462 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||