Position in XP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$428,304
-$133,383 QoQ
Shares Held
22,495
-34.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $428,304 | 22,495 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $561,687 | 34,312 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $693,407 | 36,903 | Shares | Sole | 2025-11-06 | |
| 2024-09-30 | $220,213 | 12,275 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $312,715 | 17,778 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,412,942 | 55,064 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,535,262 | 58,890 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,384,567 | 60,068 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||