Bay Harbor Wealth Management, LLC

Position in XPO — XPO, Inc.

CIK 1767989 Hunt Valley, MD

Position in XPO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,311

+$1,199 QoQ

Shares Held

+31.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#700

of 748 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $16,993 across 5 Trucking names. XPO ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	41	$8,880
2	XPO	XPO, Inc. This page	21	$4,311
3	KNX	Knight-Swift Transportation Holdings Inc.	31	$2,413
4	SAIA	Saia Inc	2	$842
5	SNDR	Schneider National, Inc.	15	$547

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,311	21	+31.2%	Shares	Other	2026-07-28
2026-03-31	$3,112	16	+45.5%	Shares	Other	2026-04-14
2025-12-31	$1,495	11	+57.1%	Shares	Other	2026-02-02
2025-09-30	$904	7	+40.0%	Shares	Other	2025-10-09
2025-06-30	$631	5	+66.7%	Shares	Sole	2025-07-22
2025-03-31	$322	3	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.