Position in XP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$181,494
-$36,533 QoQ
Shares Held
11,162
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 317 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,719,638 across 16 Capital Markets names. XP ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
300,334 | $62,781,816 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,220 | $20,449,899 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
106,674 | $10,697,268 | |
| 4 | SCHW |
Schwab Charles Corp
|
106,500 | $9,826,750 | |
| 5 | SF |
Stifel Financial Corp
|
105,174 | $7,337,988 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
71,640 | $6,235,545 | |
| 7 | MC |
Moelis & Co
|
53,041 | $3,469,941 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
19,791 | $2,654,565 |
All Filings in XP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,494 | 11,162 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $218,027 | 11,451 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $187,452 | 11,451 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $259,884 | 13,831 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $279,386 | 13,831 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $190,176 | 13,831 | Shares | Other | 2025-04-23 | |
| 2024-09-30 | $272,992 | 15,217 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $1,375,607 | 78,204 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,981,105 | 77,206 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,041,176 | 78,296 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,878,575 | 81,500 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,069,852 | 88,229 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,121,560 | 94,487 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,413,918 | 92,172 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,018,101 | 106,160 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,922,294 | 107,032 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,300,886 | 109,664 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,288,385 | 44,829 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $577,845 | 14,385 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $211,435 | 4,855 | Shares | Other | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||