Position in XP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$33,528
+$285 QoQ
Shares Held
2,062
+18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 318 holders
Holding Since
Mar 2023
13 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, 2026Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. XP ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,716 | $11,849,210 | |
| 2 | SCHW |
Schwab Charles Corp
|
76,446 | $7,053,672 | |
| 3 | MS |
Morgan Stanley
|
30,785 | $6,435,296 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,675 | $3,176,369 | |
| 5 | IREN |
IREN Ltd
|
64,882 | $2,967,053 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,562 | $919,316 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,597 | $731,522 | |
| 8 | PIPR |
Piper Sandler Companies
|
8,436 | $610,260 |
All Filings in XP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,528 | 2,062 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $33,243 | 1,746 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $62,877 | 3,841 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $156,295 | 8,318 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $89,183 | 4,415 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,238 | 381 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,327 | 112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,409 | 636 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,048 | 287 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $949 | 37 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,355 | 52 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $576 | 25 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $225 | 19 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||