Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,292
-$11,676 QoQ
Shares Held
4,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 318 holders
Holding Since
Dec 2025
3 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, 2026EFG International AG holds $49,097,066 across 20 Capital Markets names. XP ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,114 | $9,221,589 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
24,793 | $6,983,690 | |
| 3 | GS |
Goldman Sachs Group Inc
|
6,007 | $6,075,297 | |
| 4 | EVR |
Evercore Inc.
|
14,483 | $4,945,075 | |
| 5 | PIPR |
Piper Sandler Companies
|
67,385 | $4,874,630 | |
| 6 | WULF |
Terawulf Inc.
|
181,834 | $4,491,299 | |
| 7 | MC |
Moelis & Co
|
63,816 | $4,174,841 | |
| 8 | SNEX |
StoneX Group Inc.
|
51,405 | $4,060,994 |
All Filings in XP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,292 | 4,200 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $79,968 | 4,200 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $796,187 | 48,637 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||