Position in XP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$577,603
-$98,754 QoQ
Shares Held
35,523
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 317 holders
Holding Since
Sep 2025
4 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, 2026IFM Investors Pty Ltd holds $201,319,216 across 11 Capital Markets names. XP ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,415 | $68,181,508 | |
| 2 | MS |
Morgan Stanley
|
271,816 | $56,820,416 | |
| 3 | SCHW |
Schwab Charles Corp
|
377,465 | $34,828,695 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
170,318 | $17,079,489 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
100,680 | $8,763,187 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
20,812 | $5,862,324 | |
| 7 | IREN |
IREN Ltd
|
75,828 | $3,467,614 | |
| 8 | TW |
Tradeweb Markets Inc.
|
27,557 | $2,746,330 |
All Filings in XP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,603 | 35,523 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $676,357 | 35,523 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $437,111 | 26,702 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $417,344 | 22,211 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||