Position in XP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,149,988
-$2,327,153 QoQ
Shares Held
70,725
-61.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
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, 2026LBP AM SA holds $37,546,499 across 6 Capital Markets names. XP ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
100,884 | $21,088,791 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
29,215 | $8,229,280 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,442 | $3,481,135 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,158 | $2,121,724 | |
| 5 | SCHW |
Schwab Charles Corp
|
15,992 | $1,475,581 | |
| 6 | XP |
XP Inc.
This page
|
70,725 | $1,149,988 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,988 | 70,725 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,477,141 | 182,623 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,310,543 | 141,145 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,861,322 | 152,279 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $2,500,335 | 123,779 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $679,923 | 49,449 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $532,752 | 44,958 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $273,100 | 15,223 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||