Position in XP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,891,071
-$2,385,605 QoQ
Shares Held
99,321
-72.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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, 2026Qube Research & Technologies Ltd holds $2,061,901,899 across 32 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
720,663 | $728,856,938 | |
| 2 | MS |
Morgan Stanley
|
1,424,082 | $297,690,101 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,037,800 | $188,027,806 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,442,839 | $125,584,706 | |
| 5 | SF |
Stifel Financial Corp
|
1,523,529 | $106,296,618 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
344,500 | $97,038,760 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
705,487 | $94,626,971 | |
| 8 | EVR |
Evercore Inc.
|
250,095 | $85,392,436 |
All Filings in XP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,891,071 | 99,321 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $4,276,676 | 360,901 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $22,680,123 | 1,289,376 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,435,447 | 1,731,701 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,214,521 | 200,020 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $488,745 | 27,213 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $570,213 | 14,195 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $657,213 | 15,091 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $401,863 | 10,668 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $276,571 | 6,634 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $854,441 | 20,339 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $230,534 | 11,951 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||