Position in XP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,935,358
+$2,954,370 QoQ
Shares Held
206,689
+244.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 92.74562265045552.ToString("F0")%
Shared 0.ToString("F0")%
None 7.254377349544485.ToString("F0")%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $448,950,703 across 17 Capital Markets names. XP ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,863,815 | $269,141,332 | |
| 2 | GS |
Goldman Sachs Group Inc
|
121,523 | $102,807,242 | |
| 3 | MS |
Morgan Stanley
|
237,672 | $39,113,681 | |
| 4 | SF |
Stifel Financial Corp
|
115,003 | $8,501,021 | |
| 5 | TW |
Tradeweb Markets Inc.
|
41,421 | $4,873,594 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
125,601 | $4,264,153 | |
| 7 | XP |
XP Inc.
This page
|
206,689 | $3,935,358 | |
| 8 | BGC |
BGC Group, Inc.
|
316,614 | $3,096,484 |
All Filings in XP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,935,358 | 206,689 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $980,988 | 59,926 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,546,071 | 241,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,941,806 | 145,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,100,546 | 152,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $753,671 | 63,601 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,465 | 2,813 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $234 | 9 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $281 | 12 | Shares | Sole | 2023-08-15 | |
| 2021-12-31 | $86 | 3 | Shares | Other | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||