Orion Porfolio Solutions, LLC

Position in XP — XP Inc.

CIK 1360533 OMAHA, NE

Position in XP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$301,167

-$93,627 QoQ

Shares Held

18,522

-10.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#215

of 317 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $82,826,683 across 22 Capital Markets names. XP ranks #21 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	19,904	$20,130,308
2	MS	Morgan Stanley	88,496	$18,499,203
3	SCHW	Schwab Charles Corp	123,183	$11,366,095
4	SF	Stifel Financial Corp	58,941	$4,112,313
5	PIPR	Piper Sandler Companies	54,143	$3,916,704
6	VIRT	Virtu Financial, Inc.	61,185	$3,644,790
7	EVR	Evercore Inc.	8,421	$2,875,266
8	PJT	PJT Partners Inc.	18,203	$2,747,560

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,167	18,522	-10.7%	Shares	Sole	2026-08-14
2026-03-31	$394,794	20,735	+16.6%	Shares	Sole	2026-05-13
2025-12-31	$291,009	17,777	+10.9%	Shares	Sole	2026-02-12
2025-09-30	$301,109	16,025	+81.6%	Shares	Sole	2025-11-12
2024-03-31	$226,449	8,825	+1.4%	Shares	Sole	2025-07-31
2023-12-31	$226,913	8,704	-7.7%	Shares	Sole	2025-07-31
2023-09-30	$217,361	9,430	+5.2%	Shares	Sole	2025-07-31
2023-06-30	$210,201	8,960	-12.3%	Shares	Sole	2025-07-31
2022-09-30	$194,225	10,217	-61.3%	Shares	Sole	2022-11-01
2022-03-31	$794,820	26,406	+16.1%	Shares	Sole	2022-05-16
2021-12-31	$653,633	22,743	-9.0%	Shares	Sole	2022-02-08
2021-09-30	$1,004,491	25,006	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,089,011	25,006	+14.7%	Shares	Sole	2021-08-03
2021-03-31	$821,168	21,799	+47.6%	Shares	Sole	2021-05-12
2020-09-30	$615,636	14,767	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.