Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146
-$20,859 QoQ
Shares Held
9
-98.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#314
of 317 holders
Holding Since
Mar 2020
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, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. XP ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in XP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146 | 9 | Shares | Sole | 2026-08-13 | |
| 2020-06-30 | $21,005 | 500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,822 | 250 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||