Position in XP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$400,601
+$102,176 QoQ
Shares Held
21,040
+15.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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, 2026OneAscent Wealth Management LLC holds $317,316 across 1 Capital Markets name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,439 | $317,316 |
All Filings in XP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,601 | 21,040 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $298,425 | 18,230 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $351,185 | 18,690 | Shares | Sole | 2025-10-31 | |
| 2024-03-31 | $273,073 | 10,642 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $295,373 | 11,330 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $275,608 | 11,957 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||