Position in XP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,992,208
-$3,836,543 QoQ
Shares Held
614,527
-15.4% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#67
of 317 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $429,994,121 across 26 Capital Markets names. XP ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
141,192 | $142,797,352 | |
| 2 | MS |
Morgan Stanley
|
529,981 | $110,787,227 | |
| 3 | SCHW |
Schwab Charles Corp
|
849,779 | $78,409,108 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
311,268 | $31,213,955 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
195,153 | $16,986,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
35,646 | $10,040,765 | |
| 7 | XP |
XP Inc.
This page
|
614,527 | $9,992,208 | |
| 8 | IREN |
IREN Ltd
|
131,115 | $5,995,888 |
All Filings in XP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,992,208 | 614,527 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,828,751 | 726,300 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,829,467 | 905,893 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $19,463,150 | 1,035,825 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $19,719,602 | 976,218 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,395,355 | 537,844 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,697,876 | 227,669 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,208,603 | 178,852 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,121,969 | 120,635 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,095,494 | 120,635 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,144,954 | 120,635 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,780,636 | 120,635 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,830,097 | 120,635 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $2,389,431 | 201,300 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $2,719,858 | 177,305 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,348,495 | 123,540 | Shares | Defined | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||