Position in XP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$525,783
-$110,819 QoQ
Shares Held
32,336
-3.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 317 holders
Holding Since
Mar 2020
18 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, 2026Aberdeen Group plc holds $747,463,705 across 10 Capital Markets names. XP ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
284,217 | $287,448,546 | |
| 2 | MS |
Morgan Stanley
|
1,037,691 | $216,918,925 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,643,886 | $151,681,360 | |
| 4 | SNEX |
StoneX Group Inc.
|
266,352 | $31,562,712 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
75,862 | $21,368,807 | |
| 6 | PJT |
PJT Partners Inc.
|
138,593 | $20,919,226 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
83,558 | $8,379,195 | |
| 8 | FUTU |
Futu Holdings Ltd
|
63,640 | $5,965,612 |
All Filings in XP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,783 | 32,336 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $636,602 | 33,435 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $443,234 | 27,076 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $473,545 | 25,202 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $486,456 | 24,082 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $206,868 | 15,045 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $208,311 | 17,579 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $252,523 | 14,076 | Shares | Defined | 2024-10-25 | |
| 2022-06-30 | $7,204,869 | 401,162 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $11,405,130 | 378,908 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $11,094,760 | 386,039 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $12,083,296 | 300,804 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,379,329 | 376,104 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $16,518,295 | 438,500 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $20,707,740 | 522,000 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $15,858,000 | 380,379 | Shares | Defined | 2020-10-21 | |
| 2020-06-30 | $18,801,281 | 447,543 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $15,896,175 | 824,063 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||