Position in XP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$274,023
-$6,021,764 QoQ
Shares Held
14,392
-96.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREAT LAKES ADVISORS, LLC holds $260,015,359 across 12 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
176,704 | $178,713,122 | |
| 2 | SCHW |
Schwab Charles Corp
|
687,938 | $63,476,037 | |
| 3 | DSEEY |
Daiwa Securities Group Inc.
|
407,250 | $4,048,064 | |
| 4 | SF |
Stifel Financial Corp
|
41,623 | $2,904,036 | |
| 5 | MARA |
MARA Holdings, Inc.
|
207,265 | $2,878,910 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
93,841 | $2,569,366 | |
| 7 | WULF |
Terawulf Inc.
|
100,260 | $2,476,421 | |
| 8 | MS |
Morgan Stanley
|
4,670 | $976,216 |
All Filings in XP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,023 | 14,392 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,295,787 | 384,593 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,033,709 | 533,992 | Shares | Sole | 2025-11-03 | |
| 2023-09-30 | $3,475,386 | 150,776 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||