Blue Trust, Inc.

Position in XP — XP Inc.

CIK 1856022 BRENTWOOD, TN

Position in XP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$39,868

-$29,893 QoQ

Shares Held

2,452

-33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#256

of 317 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Blue Trust, Inc. holds $9,861,016 across 28 Capital Markets names. XP ranks #15 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,408	$3,446,748
2	MS	Morgan Stanley	14,316	$2,992,616
3	SCHW	Schwab Charles Corp	15,516	$1,431,660
4	HLI	Houlihan Lokey, Inc.	3,926	$526,594
5	SF	Stifel Financial Corp	4,456	$310,894
6	EVR	Evercore Inc.	556	$189,839
7	JEF	Jefferies Financial Group Inc.	3,069	$153,387
8	HOOD	Robinhood Markets, Inc.	1,298	$130,163

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,868	2,452	-33.1%	Shares	Other	2026-07-21
2026-03-31	$69,761	3,664	-7.5%	Shares	Sole	2026-04-20
2025-12-31	$64,874	3,963	-2.1%	Shares	Other	2026-01-16
2025-09-30	$76,098	4,050	-4.9%	Shares	Other	2025-10-16
2025-06-30	$86,051	4,260	-6.1%	Shares	Sole	2025-07-24
2025-03-31	$62,369	4,536	+6113.7%	Shares	Sole	2025-04-21
2024-12-31	$865	73	-90.3%	Shares	Sole	2025-01-30
2024-09-30	$13,544	755	+157.7%	Shares	Defined	2024-10-17
2024-06-30	$5,153	293	+301.4%	Shares	Defined	2024-07-18
2024-03-31	$1,873	73	-63.9%	Shares	Sole	2024-05-01
2023-12-31	$1,906	202	+176.7%	Shares	Defined	2024-01-18
2023-09-30	$2	73	-11.0%	Shares	Other	2023-10-11
2023-06-30	$212	82	+12.3%	Shares	Sole	2023-07-14
2023-03-31	$1	73	-14.1%	Shares	Other	2023-04-17
2022-12-31	$2	85	+672.7%	Shares	Sole	2023-01-17
2022-09-30	$209	11	-99.5%	Shares	Other	2022-10-21
2022-06-30	$38,685	2,154	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.