Position in XP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,772
-$10,104 QoQ
Shares Held
847
-32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 318 holders
Holding Since
Dec 2020
20 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, 2026Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. XP ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,815 | |
| 2 | MS |
Morgan Stanley
|
43,540 | $9,101,600 | |
| 3 | SCHW |
Schwab Charles Corp
|
51,751 | $4,775,064 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,528 | $1,657,427 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
4,107 | $1,156,859 | |
| 6 | EVR |
Evercore Inc.
|
2,123 | $724,877 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,968 | $606,494 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
11,649 | $582,217 |
All Filings in XP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,772 | 847 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,876 | 1,254 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,266 | 505 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,989 | 372 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,151 | 255 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,337 | 170 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,552 | 131 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,126 | 230 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,902 | 165 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,720 | 145 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,493 | 134 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,789 | 121 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,932 | 125 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,068 | 90 | Shares | Sole | 2023-04-18 | |
| 2022-03-31 | $451 | 15 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $431 | 15 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $602 | 15 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $653 | 15 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $565 | 15 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $595 | 15 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||