Position in XP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$346,581
-$60,265 QoQ
Shares Held
21,315
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 317 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $401,903,635 across 11 Capital Markets names. XP ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
287,819 | $291,091,502 | |
| 2 | MS |
Morgan Stanley
|
180,283 | $37,686,358 | |
| 3 | SCHW |
Schwab Charles Corp
|
235,706 | $21,748,592 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
212,287 | $18,477,460 | |
| 5 | TW |
Tradeweb Markets Inc.
|
143,825 | $14,333,599 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
111,983 | $11,229,655 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
12,973 | $3,654,234 | |
| 8 | IREN |
IREN Ltd
|
37,069 | $1,695,165 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,581 | 21,315 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $406,846 | 21,368 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $349,794 | 21,368 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $340,700 | 18,132 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $367,256 | 18,181 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $249,246 | 18,127 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $192,752 | 16,266 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $326,902 | 18,222 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||