Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$648,855
-$3,408,225 QoQ
Shares Held
39,905
-81.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 318 holders
Holding Since
Sep 2023
12 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, 2026LOOMIS SAYLES & CO L P holds $471,864,983 across 11 Capital Markets names. XP ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
191,453 | $193,629,820 | |
| 2 | MRX |
Marex Group Ltd
|
1,626,702 | $99,147,486 | |
| 3 | SF |
Stifel Financial Corp
|
651,894 | $45,482,643 | |
| 4 | PJT |
PJT Partners Inc.
|
275,858 | $41,638,006 | |
| 5 | PIPR |
Piper Sandler Companies
|
500,598 | $36,213,258 | |
| 6 | SNEX |
StoneX Group Inc.
|
318,082 | $25,128,517 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
238,730 | $11,931,724 | |
| 8 | MS |
Morgan Stanley
|
49,868 | $10,424,406 |
All Filings in XP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,855 | 39,905 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,057,080 | 213,082 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,205,725 | 318,004 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,636,947 | 353,217 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,134,983 | 353,217 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,573,291 | 332,603 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,137,666 | 264,782 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,750,188 | 264,782 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,657,515 | 264,782 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,879,684 | 190,167 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,893,265 | 302,772 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $9,190,841 | 398,735 | Shares | Defined | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||