Position in XP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$628,042
-$1,144,962 QoQ
Shares Held
38,625
-58.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#175
of 318 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $11,506,079 across 7 Capital Markets names. XP ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIGR |
Figure Technology Solutions, Inc.
|
197,255 | $6,057,701 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
29,900 | $2,602,496 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,316 | $1,330,962 | |
| 4 | XP |
XP Inc.
This page
|
38,625 | $628,042 | |
| 5 | MS |
Morgan Stanley
|
1,700 | $355,368 | |
| 6 | EVR |
Evercore Inc.
|
850 | $290,224 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,615 | $241,286 |
All Filings in XP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,042 | 38,625 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,773,004 | 93,120 | Shares | Sole | 2026-04-29 | |
| 2025-06-30 | $202,000 | 10,000 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $3,161,289 | 266,326 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||