Position in XP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,264,053
-$4,141,437 QoQ
Shares Held
1,061,750
-5.6% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 318 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)
Derivatives in XP
reported options exposure · as of Jun 30, 2026CallValue
$1,430,880
CallShares
88,000
PutValue
$0
PutShares
0
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, 2026CITIGROUP INC holds $3,282,506,628 across 53 Capital Markets names. XP ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,051,430 | $1,063,384,758 | |
| 2 | IREN |
IREN Ltd
|
11,470,290 | $524,536,360 | |
| 3 | MS |
Morgan Stanley
|
2,335,296 | $488,170,274 | |
| 4 | FUTU |
Futu Holdings Ltd
|
3,679,236 | $344,891,581 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,304,798 | $231,125,142 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,152,238 | $198,586,998 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,671,639 | $104,694,749 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
629,870 | $54,823,883 |
All Filings in XP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,430,880 | 88,000 | Call | Defined | 2026-08-03 | |
| 2026-06-30 | $17,264,053 | 1,061,750 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $21,405,490 | 1,124,238 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $18,064,211 | 1,103,495 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,338,095 | 922,730 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $13,988,943 | 692,522 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $11,373,476 | 827,162 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $19,599,116 | 1,653,934 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $37,713,054 | 2,102,177 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,561,165 | 316,155 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,813,327 | 187,581 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,210,089 | 199,850 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,415,269 | 61,400 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,095,838 | 46,711 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $7,514,681 | 633,082 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $9,620,679 | 627,163 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,705,157 | 89,698 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $673,426 | 37,496 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,184,277 | 105,790 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $753,388 | 26,214 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $134,728 | 3,354 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $777,235 | 17,847 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,478,206 | 39,241 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $537,329 | 13,545 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $415,356 | 9,963 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $722,193 | 17,191 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $38,482 | 1,995 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||