Position in XP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,111
+$661 QoQ
Shares Held
321
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $6,674,832 across 32 Capital Markets names. XP ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
15,911 | $2,618,472 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,366 | $2,001,611 | |
| 3 | SCHW |
Schwab Charles Corp
|
8,575 | $805,878 | |
| 4 | SF |
Stifel Financial Corp
|
5,292 | $391,184 | |
| 5 | SNEX |
StoneX Group Inc.
|
3,309 | $177,913 | |
| 6 | MC |
Moelis & Co
|
3,108 | $177,156 | |
| 7 | BGC |
BGC Group, Inc.
|
10,333 | $101,056 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
742 | $70,793 |
All Filings in XP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,111 | 321 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,450 | 333 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,362 | 179 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,827 | 140 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,018 | 86 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,541 | 86 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,301 | 74 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $179 | 7 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $182 | 7 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||