Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,470
-$6,773 QoQ
Shares Held
1,505
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 317 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. XP ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in XP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,470 | 1,505 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $31,243 | 1,641 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,331 | 1,242 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $7,666 | 408 | Shares | Defined | 2025-11-14 | |
| 2024-06-30 | $209,426 | 11,906 | Shares | Defined | 2024-08-12 | |
| 2022-12-31 | $322 | 21 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $513 | 27 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $115,734 | 6,444 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $100,142 | 3,327 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $101,452 | 3,530 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $16,509 | 411 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,242 | 350 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,184 | 350 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $13,884 | 350 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,591 | 350 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,350 | 413 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||