Position in XP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,327,172
-$6,049,780 QoQ
Shares Held
389,125
-40.1% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#81
of 318 holders
Holding Since
Jun 2023
11 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, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. XP ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
This page
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in XP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,327,172 | 389,125 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,376,952 | 650,050 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,913,875 | 361,263 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,432,166 | 768,077 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,951,534 | 690,670 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $613,360 | 44,608 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,507,097 | 464,734 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $9,209,911 | 358,921 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,348,917 | 320,250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,580,844 | 328,887 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $256 | 9,701 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||