Position in XP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$249,428
New position
Shares Held
15,340
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 317 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $145,420,302 across 9 Capital Markets names. XP ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
248,624 | $51,972,360 | |
| 2 | SCHW |
Schwab Charles Corp
|
278,750 | $25,720,262 | |
| 3 | EVR |
Evercore Inc.
|
73,592 | $25,127,252 | |
| 4 | GS |
Goldman Sachs Group Inc
|
16,969 | $17,161,937 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
109,973 | $14,750,678 | |
| 6 | PJT |
PJT Partners Inc.
|
66,276 | $10,003,699 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,910 | $290,010 | |
| 8 | XP |
XP Inc.
This page
|
15,340 | $249,428 |
All Filings in XP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,428 | 15,340 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||