Position in XP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$306,045
-$53,944 QoQ
Shares Held
18,822
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#213
of 318 holders
Holding Since
Dec 2023
11 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, 2026Outlook Wealth Advisors, LLC holds $306,045 across 1 Capital Markets name. XP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
This page
|
18,822 | $306,045 |
All Filings in XP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,045 | 18,822 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $359,989 | 18,907 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $310,931 | 18,994 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $359,640 | 19,140 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $478,780 | 23,702 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $334,015 | 24,292 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $281,804 | 23,781 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $289,766 | 16,152 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $238,326 | 13,549 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $354,903 | 13,831 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $298,188 | 11,438 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||