Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,688,588
+$15,277,355 QoQ
Shares Held
4,470,393
+48.3% QoQ
Ownership
0.902%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#17
of 317 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 11%
None 1%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $7,978,000,152 across 41 Capital Markets names. XP ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
36,476,735 | $3,365,708,333 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,945,312 | $1,967,430,191 | |
| 3 | MS |
Morgan Stanley
|
8,358,992 | $1,747,363,683 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,600,614 | $260,789,568 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,166,645 | $116,267,840 | |
| 6 | XP |
XP Inc.
This page
|
4,470,393 | $72,688,588 | |
| 7 | HUT |
Hut 8 Corp.
|
590,099 | $68,123,977 | |
| 8 | EVR |
Evercore Inc.
|
117,846 | $40,237,335 |
All Filings in XP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,688,588 | 4,470,393 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $57,411,233 | 3,015,296 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $44,757,820 | 2,734,137 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $46,562,088 | 2,478,025 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $50,267,012 | 2,488,466 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $43,208,178 | 3,142,413 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,199,920 | 3,139,234 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,103,481 | 117,251 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $872,252 | 49,588 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,754,165 | 68,362 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,978,231 | 421,106 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,492,213 | 194,890 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,572,099 | 408,018 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,732,838 | 735,707 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,343,604 | 739,479 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,860,352 | 1,044,732 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,531,520 | 1,031,822 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $30,877,631 | 1,025,835 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,491,808 | 1,026,159 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,151,513 | 277,608 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,209,063 | 303,308 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,305,068 | 300,108 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,333,677 | 260,491 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $9,463,087 | 226,987 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,659,394 | 206,127 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,706,225 | 192,132 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||