Janney Montgomery Scott LLC

Position in XP — XP Inc.

CIK 1329948 PHILADELPHIA, PA

Position in XP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$279,883

-$91,225 QoQ

Shares Held

17,213

-11.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#219

of 318 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Janney Montgomery Scott LLC holds $338,610,595 across 24 Capital Markets names. XP ranks #19 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	146,763	$148,431,695
2	MS	Morgan Stanley	430,401	$89,971,025
3	SCHW	Schwab Charles Corp	391,803	$36,151,662
4	EVR	Evercore Inc.	47,468	$16,207,473
5	IBKR	Interactive Brokers Group, Inc.	157,787	$13,733,780
6	HOOD	Robinhood Markets, Inc.	78,230	$7,844,904
7	SNEX	StoneX Group Inc.	69,972	$5,527,788
8	MC	Moelis & Co	69,982	$4,578,222

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,883	17,213	-11.7%	Shares	Sole	2026-08-05
2026-03-31	$371,108	19,491	-7.0%	Shares	Sole	2026-04-22
2025-12-31	$342,967	20,951	-96.9%	Shares	Sole	2026-02-11
2025-09-30	$12,517,597	666,184	-5.4%	Shares	Sole	2025-10-27
2025-06-30	$14,224,779	704,197	-25.7%	Shares	Sole	2025-07-17
2025-03-31	$13,024,110	947,208	+13.2%	Shares	Sole	2025-04-17
2024-12-31	$9,917,786	836,944	+27.9%	Shares	Sole	2025-01-17
2024-09-30	$11,742,752	654,557	+9.4%	Shares	Sole	2024-10-29
2024-06-30	$10,525,328	598,370	+21.1%	Shares	Sole	2024-07-25
2024-03-31	$12,674,833	493,953	+7.9%	Shares	Sole	2024-05-01
2023-12-31	$11,930,726	457,642	-31.7%	Shares	Sole	2024-02-08
2023-09-30	$15,437,068	669,721	-4.8%	Shares	Sole	2023-11-08
2023-06-30	$16,504,391	703,512	+1.7%	Shares	Sole	2023-07-26
2023-03-31	$8,213,470	691,952	—	Shares	Sole	2023-04-28
No filing history on record for this holder in this stock.