Frank, Rimerman Advisors LLC

Position in XP — XP Inc.

CIK 1977560 Palo Alto, CA

Position in XP

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$278,098

+$38,998 QoQ

Shares Held

14,606

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $14,735,522 across 6 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	38,149	$7,974,666
2	GS	Goldman Sachs Group Inc	2,903	$2,936,007
3	SCHW	Schwab Charles Corp	21,369	$1,971,717
4	LAZ	Lazard, Inc.	17,139	$718,809
5	TW	Tradeweb Markets Inc.	5,892	$587,196
6	HOOD	Robinhood Markets, Inc.	5,456	$547,127

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$278,098	14,606	0.0%	Shares	Sole	2026-04-29
2025-12-31	$239,100	14,606	0.0%	Shares	Sole	2026-01-15
2025-09-30	$274,446	14,606	0.0%	Shares	Sole	2025-11-04
2025-06-30	$295,041	14,606	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.