Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$415,116
-$163,908 QoQ
Shares Held
25,530
-16.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 318 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Derivatives in XP
reported options exposure · as of Dec 31, 2020CallValue
$45,000
CallShares
25,000
PutValue
$10,000
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. XP ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in XP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,116 | 25,530 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $579,024 | 30,411 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $431,036 | 26,331 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $376,888 | 20,058 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $342,832 | 16,972 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $168,010 | 12,219 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $126,556 | 10,680 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $365,185 | 20,356 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $512,413 | 29,131 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $732,744 | 28,556 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,359,574 | 52,151 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $541,719 | 23,502 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $768,993 | 32,779 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $177,015 | 14,913 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $204,925 | 13,359 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $294,368 | 15,485 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $580,789 | 32,338 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,086,097 | 36,083 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $952,729 | 33,150 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,737,431 | 43,252 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,317,948 | 53,225 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,464,747 | 65,430 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,238,022 | 81,624 | Shares | Defined | 2021-02-09 | |
| 2020-12-31 | $10,000 | 10,000 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $45,000 | 25,000 | Call | Defined | 2021-02-09 | |
| 2020-09-30 | $1,939,543 | 46,523 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,907,673 | 45,410 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $726,017 | 37,637 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||