Position in XP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$337,122
+$44,280 QoQ
Shares Held
17,706
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Private Advisor Group, LLC holds $74,709,716 across 20 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,816 | $25,098,157 | |
| 2 | MS |
Morgan Stanley
|
69,779 | $14,586,602 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
109,333 | $10,963,913 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
28,000 | $7,887,040 | |
| 5 | SCHW |
Schwab Charles Corp
|
62,141 | $5,733,750 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
225,659 | $3,003,521 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
19,273 | $1,677,521 | |
| 8 | PWP |
Perella Weinberg Partners
|
72,315 | $1,154,147 |
All Filings in XP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,122 | 17,706 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $292,842 | 17,889 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $619,186 | 32,953 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $658,802 | 32,614 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $278,547 | 20,258 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $246,705 | 20,819 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $351,946 | 19,618 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $340,225 | 19,342 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $506,451 | 19,737 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $500,856 | 19,212 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $439,609 | 19,072 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $456,601 | 19,463 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||