OneAscent Financial Services LLC

Position in XP — XP Inc.

CIK 1780985 BIRMINGHAM, AL

Position in XP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$185,851

-$304,600 QoQ

Shares Held

11,430

-55.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#237

of 317 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OneAscent Financial Services LLC holds $1,798,723 across 4 Capital Markets names. XP ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	7,101	$655,209
2	MS	Morgan Stanley	2,496	$521,763
3	GS	Goldman Sachs Group Inc	431	$435,900
4	XP	XP Inc. This page	11,430	$185,851

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,851	11,430	-55.6%	Shares	Sole	2026-08-11
2026-03-31	$490,451	25,759	+29.9%	Shares	Sole	2026-04-21
2025-12-31	$324,731	19,837	+7.3%	Shares	Sole	2026-02-11
2025-09-30	$347,483	18,493	+53.4%	Shares	Sole	2025-10-31
2024-03-31	$309,331	12,055	-10.5%	Shares	Sole	2024-04-16
2023-12-31	$351,110	13,468	+15.4%	Shares	Sole	2024-01-11
2023-09-30	$268,970	11,669	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.