Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,996,281
+$2,707,057 QoQ
Shares Held
368,775
+83.5% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
of 318 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Allianz Asset Management GmbH holds $1,134,285,188 across 16 Capital Markets names. XP ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,563,529 | $535,880,098 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,400,478 | $313,762,104 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
912,067 | $91,462,077 | |
| 4 | GS |
Goldman Sachs Group Inc
|
79,127 | $80,026,672 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
347,813 | $30,273,643 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
442,444 | $26,356,389 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
561,710 | $17,250,113 | |
| 8 | EVR |
Evercore Inc.
|
34,368 | $11,734,609 |
All Filings in XP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,996,281 | 368,775 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $3,289,224 | 200,930 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,681,310 | 89,479 | Shares | Defined | 2025-11-04 | |
| 2022-06-30 | $625,582 | 34,832 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,600,597 | 53,176 | Shares | Defined | 2022-05-13 | |
| 2021-03-31 | $230,427 | 6,117 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||