Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,411,301
+$24,087 QoQ
Shares Held
394,299
+17.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#80
of 318 holders
Holding Since
Sep 2025
4 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, 2026GAM Holding AG holds $20,988,562 across 7 Capital Markets names. XP ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
This page
|
394,299 | $6,411,301 | |
| 2 | SCHW |
Schwab Charles Corp
|
59,343 | $5,475,578 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,571 | $3,611,601 | |
| 4 | MS |
Morgan Stanley
|
16,081 | $3,361,572 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,578 | $833,669 | |
| 6 | FUTU |
Futu Holdings Ltd
|
8,000 | $749,920 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,434 | $544,921 |
All Filings in XP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,411,301 | 394,299 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,387,214 | 335,463 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $4,069,827 | 248,615 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $958,290 | 51,000 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||