Position in XP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$910
-$156 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
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, 2026Cornerstone Financial Management LLC holds $299,207 across 17 Capital Markets names. XP ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
706 | $147,582 | |
| 2 | GS |
Goldman Sachs Group Inc
|
61 | $61,693 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
220 | $22,061 | |
| 4 | SCHW |
Schwab Charles Corp
|
211 | $19,468 | |
| 5 | IREN |
IREN Ltd
|
342 | $15,639 | |
| 6 | NMR |
Nomura Holdings Inc
|
1,109 | $9,737 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
100 | $8,704 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
12 | $3,380 |
All Filings in XP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910 | 56 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,066 | 56 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $916 | 56 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||