Position in XP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,170
+$2,849 QoQ
Shares Held
564
+69.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 318 holders
Holding Since
Dec 2025
3 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, 2026Stone House Investment Management, LLC holds $503,376 across 16 Capital Markets names. XP ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,009 | $419,961 | |
| 2 | MRX |
Marex Group Ltd
|
519 | $31,633 | |
| 3 | SCHW |
Schwab Charles Corp
|
300 | $27,681 | |
| 4 | XP |
XP Inc.
This page
|
564 | $9,170 | |
| 5 | GS |
Goldman Sachs Group Inc
|
5 | $5,056 | |
| 6 | IREN |
IREN Ltd
|
100 | $4,573 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
33 | $1,965 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
8 | $907 |
All Filings in XP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,170 | 564 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,321 | 332 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $753 | 46 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||