Position in XP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,699
+$2,604 QoQ
Shares Held
166
+3220.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 318 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SJS Investment Consulting Inc. holds $1,824,218 across 36 Capital Markets names. XP ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
10,497 | $968,557 | |
| 2 | GS |
Goldman Sachs Group Inc
|
300 | $303,410 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
3,700 | $101,158 | |
| 4 | MS |
Morgan Stanley
|
469 | $98,039 | |
| 5 | SF |
Stifel Financial Corp
|
805 | $56,163 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
865 | $43,232 | |
| 7 | TW |
Tradeweb Markets Inc.
|
380 | $37,870 | |
| 8 | WULF |
Terawulf Inc.
|
1,131 | $27,935 |
All Filings in XP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,699 | 166 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $95 | 5 | Shares | Defined | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||