Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,453,151
-$103,799,168 QoQ
Shares Held
212,371
-96.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 317 holders
Holding Since
Mar 2020
26 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, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $14,987,751,289 across 44 Capital Markets names. XP ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
19,246,850 | $4,023,361,522 | |
| 2 | SCHW |
Schwab Charles Corp
|
43,292,139 | $3,994,565,665 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,616,283 | $2,646,030,137 | |
| 4 | TW |
Tradeweb Markets Inc.
|
16,376,924 | $1,632,124,245 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,554,153 | $556,970,462 | |
| 6 | LAZ |
Lazard, Inc.
|
8,962,415 | $375,883,684 | |
| 7 | SNEX |
StoneX Group Inc.
|
4,677,243 | $369,502,196 | |
| 8 | MRX |
Marex Group Ltd
|
4,923,341 | $300,077,633 |
All Filings in XP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,453,151 | 212,371 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $107,252,319 | 5,633,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,242,945 | 198,103 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,512,583 | 186,939 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,349,846 | 165,834 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,177,202 | 158,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,717,539 | 144,940 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,227,736 | 124,202 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,730,592 | 98,385 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $118,951,625 | 4,635,683 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $128,521,893 | 4,929,877 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $106,876,326 | 4,636,717 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $109,829,865 | 4,681,580 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $124,054,438 | 10,451,090 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $224,977,912 | 14,666,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $386,896,823 | 20,352,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $390,807,121 | 21,759,862 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $794,760,068 | 26,403,989 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $422,784,454 | 14,710,663 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $854,308,003 | 21,267,314 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,011,141,853 | 23,217,953 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $924,977,733 | 24,554,758 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $997,840,654 | 25,153,533 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $685,193,576 | 16,435,442 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $529,342,089 | 12,600,383 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $258,135,828 | 13,381,847 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||