Position in XP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$303,815
-$27,839 QoQ
Shares Held
18,685
+7.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 317 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $739,258,789 across 42 Capital Markets names. XP ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,272,593 | $475,062,837 | |
| 2 | GS |
Goldman Sachs Group Inc
|
177,133 | $179,146,999 | |
| 3 | SCHW |
Schwab Charles Corp
|
398,564 | $36,775,496 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
184,083 | $18,459,840 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
72,477 | $6,308,395 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
73,215 | $3,659,283 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
9,093 | $2,561,312 | |
| 8 | SF |
Stifel Financial Corp
|
31,640 | $2,200,748 |
All Filings in XP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,815 | 18,685 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $331,654 | 17,419 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $226,804 | 13,855 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $249,565 | 13,282 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $246,679 | 12,212 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $116,282 | 8,457 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $67,803 | 5,722 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $84,118 | 4,689 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $116,850 | 6,643 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $165,068 | 6,433 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $172,139 | 6,603 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $178,866 | 7,760 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $170,857 | 7,283 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $76,453 | 6,441 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $115,278 | 7,515 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $169,167 | 8,899 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $147,594 | 8,218 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $198,958 | 6,610 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $87,855 | 3,057 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||