Position in XP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,501,448
-$563,858 QoQ
Shares Held
92,340
-14.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
of 317 holders
Holding Since
Sep 2024
8 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, 2026Resona Asset Management Co.,Ltd. holds $250,978,078 across 11 Capital Markets names. XP ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,705 | $83,645,355 | |
| 2 | MS |
Morgan Stanley
|
347,577 | $72,657,496 | |
| 3 | SCHW |
Schwab Charles Corp
|
482,041 | $44,477,923 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
212,349 | $21,294,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
120,455 | $10,484,403 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
23,043 | $6,490,752 | |
| 7 | IREN |
IREN Ltd
|
71,566 | $3,272,713 | |
| 8 | TW |
Tradeweb Markets Inc.
|
31,652 | $3,154,438 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,501,448 | 92,340 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $2,065,306 | 108,472 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $1,534,703 | 93,751 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $1,672,591 | 89,015 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $2,128,696 | 105,381 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,446,843 | 105,225 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $1,040,015 | 87,765 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,871,716 | 104,332 | Shares | Other | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||