Position in XP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,825
+$5,656 QoQ
Shares Held
306
+3300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 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, 2026Advisory Services Network, LLC holds $48,059,361 across 17 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,208 | $19,426,387 | |
| 2 | MS |
Morgan Stanley
|
37,305 | $7,798,233 | |
| 3 | EVR |
Evercore Inc.
|
14,837 | $5,065,942 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
35,488 | $3,088,869 | |
| 5 | SCHW |
Schwab Charles Corp
|
26,157 | $2,413,499 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,510 | $1,755,897 | |
| 7 | IREN |
IREN Ltd
|
34,531 | $1,579,100 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
39,722 | $1,476,069 |
All Filings in XP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,825 | 306 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $169 | 9 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $24,399 | 936 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $4,332 | 365 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,804 | 248 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||