Position in XP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,106,282
-$2,697,502 QoQ
Shares Held
1,236,549
+3.2% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 317 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. XP ranks #28 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
|
1,336,318 | $93,234,900 |
All Filings in XP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,106,282 | 1,236,549 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $22,803,784 | 1,197,678 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $20,550,779 | 1,255,393 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $24,014,608 | 1,278,053 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $25,444,018 | 1,259,605 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $19,459,931 | 1,415,268 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $16,647,018 | 1,404,812 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $78,336,008 | 4,366,556 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $72,570,210 | 4,125,652 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $130,207,274 | 5,074,329 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $135,941,410 | 5,214,477 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $133,852,221 | 5,807,038 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $147,375,858 | 6,282,006 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $57,056,641 | 4,806,794 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $21,382,330 | 1,393,894 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $515,112 | 27,097 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,775,021 | 98,832 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $4,428,140 | 154,076 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $481,958 | 11,998 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $447,301 | 10,271 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,544,720 | 67,553 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $513,209 | 12,937 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||