Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$333,053
-$74,859 QoQ
Shares Held
20,483
-4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 318 holders
Holding Since
Mar 2021
21 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, 2026Utah Retirement Systems holds $131,121,397 across 21 Capital Markets names. XP ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,783 | $44,280,812 | |
| 2 | MS |
Morgan Stanley
|
170,166 | $35,571,500 | |
| 3 | SCHW |
Schwab Charles Corp
|
248,161 | $22,897,815 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
117,545 | $11,787,412 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
65,929 | $5,738,460 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
12,154 | $3,423,538 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
27,152 | $1,700,529 | |
| 8 | IREN |
IREN Ltd
|
16,851 | $770,596 |
All Filings in XP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,053 | 20,483 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $407,912 | 21,424 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,710 | 21,424 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $402,556 | 21,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $432,764 | 21,424 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $301,125 | 21,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $259,515 | 21,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $392,886 | 21,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $385,221 | 21,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $456,748 | 17,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $466,653 | 17,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $417,205 | 18,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $419,934 | 17,900 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $616,668 | 40,200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $764,202 | 40,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $684,276 | 38,100 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,194,970 | 39,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,172,592 | 40,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,004,250 | 25,000 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,184,560 | 27,200 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,024,624 | 27,200 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||