YOUSIF CAPITAL MANAGEMENT, LLC

Position in XP — XP Inc.

CIK 1858789 BLOOMFIELD HILLS, MI

Position in XP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$187,233

-$31,688 QoQ

Shares Held

11,515

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#236

of 318 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Financial Services · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. XP ranks #22 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	32,190	$32,556,000
2	MS	Morgan Stanley	130,397	$27,258,188
3	SCHW	Schwab Charles Corp	164,935	$15,218,552
4	HOOD	Robinhood Markets, Inc.	72,544	$7,274,712
5	EVR	Evercore Inc.	11,001	$3,756,181
6	IBKR	Interactive Brokers Group, Inc.	40,562	$3,530,516
7	SF	Stifel Financial Corp	43,207	$3,014,552
8	JEF	Jefferies Financial Group Inc.	47,265	$2,362,304

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,233	11,515	+0.1%	Shares	Sole	2026-07-16
2026-03-31	$218,921	11,498	0.0%	Shares	Sole	2026-04-24
2025-12-31	$188,222	11,498	+0.6%	Shares	Sole	2026-01-21
2025-09-30	$214,844	11,434	+2.1%	Shares	Sole	2025-10-14
2025-06-30	$226,139	11,195	-1.8%	Shares	Sole	2025-07-25
2025-03-31	$156,736	11,399	+0.9%	Shares	Sole	2025-04-14
2024-12-31	$133,916	11,301	-37.2%	Shares	Sole	2025-01-27
2024-09-30	$322,902	17,999	+63.6%	Shares	Sole	2024-10-30
2024-06-30	$193,542	11,003	+0.4%	Shares	Sole	2024-07-31
2024-03-31	$281,105	10,955	+3.2%	Shares	Sole	2024-04-26
2023-12-31	$276,785	10,617	+0.9%	Shares	Sole	2024-02-01
2023-09-30	$242,532	10,522	+1.7%	Shares	Sole	2023-10-30
2023-06-30	$242,623	10,342	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.