Position in XP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$536
-$92 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 317 holders
Holding Since
Jun 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, 2026Bruce G. Allen Investments, LLC holds $763,647 across 18 Capital Markets names. XP ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,303 | $272,379 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172 | $173,955 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,784 | $164,609 | |
| 4 | SF |
Stifel Financial Corp
|
1,023 | $71,374 | |
| 5 | NMR |
Nomura Holdings Inc
|
4,870 | $42,758 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
180 | $15,667 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
103 | $5,147 | |
| 8 | TW |
Tradeweb Markets Inc.
|
41 | $4,086 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536 | 33 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $628 | 33 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $540 | 33 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $620 | 33 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $666 | 33 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $453 | 33 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $391 | 33 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||