Position in XP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,559,675
-$2,034,846 QoQ
Shares Held
895,429
+2.7% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 318 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 Trust Group, Inc. holds $2,890,458,152 across 16 Capital Markets names. XP ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
882,737 | $892,773,719 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
6,569,053 | $658,744,634 | |
| 3 | MS |
Morgan Stanley
|
2,502,924 | $523,211,232 | |
| 4 | SCHW |
Schwab Charles Corp
|
3,460,277 | $319,279,758 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
3,185,726 | $199,522,019 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
885,091 | $77,038,320 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,452,071 | $59,257,065 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
167,647 | $47,222,806 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,559,675 | 895,429 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $16,594,521 | 871,561 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $13,094,150 | 799,887 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $14,567,379 | 775,273 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $15,271,523 | 756,016 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $9,759,227 | 709,762 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $7,202,572 | 607,812 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $14,130,458 | 787,651 | Shares | Defined | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||