Position in XP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$88,633
-$21,018 QoQ
Shares Held
5,451
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 318 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. XP ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,286 | $362,240 |
All Filings in XP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,633 | 5,451 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $109,651 | 5,759 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $94,291 | 5,760 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $107,084 | 5,699 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $115,079 | 5,697 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $85,745 | 6,236 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $63,113 | 5,326 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $138,066 | 7,696 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $117,694 | 6,691 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $179,363 | 6,990 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $162,155 | 6,220 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $138,830 | 6,023 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $130,132 | 5,547 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $31,977 | 2,694 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $20,003 | 1,304 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $36,746 | 1,933 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $20,205 | 1,125 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,411 | 512 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,839 | 64 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||