Marshall Financial Group, LLC

Position in XP — XP Inc.

CIK 1841496 Hunt Valley, MD

Position in XP

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$197,083

+$5,014 QoQ

Shares Held

10,351

-11.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $4,547,494 across 6 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	SBET	Sharplink, Inc.	282,492	$1,355,961
2	IBKR	Interactive Brokers Group, Inc.	10,196	$887,459
3	EVR	Evercore Inc.	2,373	$810,237
4	MC	Moelis & Co	12,334	$806,890
5	GS	Goldman Sachs Group Inc	385	$389,377
6	SCHW	Schwab Charles Corp	3,225	$297,570

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$197,083	10,351	-11.8%	Shares	Sole	2026-04-13
2025-12-31	$192,069	11,733	-82.3%	Shares	Sole	2026-01-09
2025-09-30	$1,243,071	66,156	+3.9%	Shares	Sole	2025-10-08
2025-06-30	$1,286,194	63,673	-23.7%	Shares	Sole	2025-07-10
2025-03-31	$1,147,946	83,487	+71.5%	Shares	Sole	2025-04-16
2024-12-31	$576,834	48,678	+15.5%	Shares	Sole	2025-01-21
2024-09-30	$756,350	42,160	+4.4%	Shares	Sole	2024-10-16
2024-06-30	$710,618	40,399	+10.2%	Shares	Sole	2024-07-19
2024-03-31	$940,387	36,648	+9.5%	Shares	Sole	2024-04-19
2023-12-31	$872,536	33,469	-34.0%	Shares	Sole	2024-01-10
2023-09-30	$1,169,741	50,748	-7.0%	Shares	Sole	2023-10-19
2023-06-30	$1,279,977	54,560	+0.2%	Shares	Sole	2023-07-17
2023-03-31	$646,582	54,472	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.