Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$199,344
-$128,522 QoQ
Shares Held
12,260
-28.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 317 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $4,147,675,208 across 62 Capital Markets names. XP ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,486,449 | $1,503,349,918 | |
| 2 | MS |
Morgan Stanley
|
6,695,389 | $1,399,604,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,204,548 | $480,223,634 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,992,096 | $267,199,828 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,624,116 | $162,866,348 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,462,963 | $127,336,294 | |
| 7 | MC |
Moelis & Co
|
533,542 | $34,904,315 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
84,257 | $23,733,508 |
All Filings in XP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,344 | 12,260 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $327,866 | 17,220 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,686,499 | 469,548 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,392,548 | 393,430 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $258,095 | 12,777 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $383,569 | 27,896 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $576,690 | 48,666 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,414,047 | 78,821 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,495,473 | 141,869 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $3,823,491 | 149,006 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $3,027,272 | 116,121 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,903,767 | 125,977 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,597,284 | 153,337 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,710,132 | 144,072 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,078,797 | 135,515 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,565,549 | 134,958 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,473,699 | 137,734 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,849,125 | 127,878 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,782,538 | 62,023 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $28,801 | 717 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $31,007 | 712 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $30,247 | 803 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $34,512 | 870 | Shares | Defined | 2021-02-16 | |
| 2020-03-31 | $3,858 | 200 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||