Position in XP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,894
-$3,179 QoQ
Shares Held
178
-44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 317 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,752,047 across 33 Capital Markets names. XP ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,372 | $1,387,599 | |
| 2 | MS |
Morgan Stanley
|
5,270 | $1,101,640 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,002 | $553,804 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,377 | $387,873 | |
| 5 | MARA |
MARA Holdings, Inc.
|
26,367 | $366,237 | |
| 6 | NMR |
Nomura Holdings Inc
|
27,297 | $239,667 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,842 | $214,713 | |
| 8 | SNEX |
StoneX Group Inc.
|
2,614 | $206,545 |
All Filings in XP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,894 | 178 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,073 | 319 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $146,118 | 8,926 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||