Position in XP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,362,159
-$500,696 QoQ
Shares Held
229,105
-22.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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 Mar 31, 2026MACKENZIE FINANCIAL CORP holds $421,142,460 across 18 Capital Markets names. XP ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
176,423 | $149,252,093 | |
| 2 | MS |
Morgan Stanley
|
851,956 | $140,206,398 | |
| 3 | SCHW |
Schwab Charles Corp
|
850,400 | $79,920,592 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
433,623 | $19,070,739 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
86,296 | $5,980,312 | |
| 6 | MRX |
Marex Group Ltd
|
105,976 | $4,724,410 | |
| 7 | XP |
XP Inc.
This page
|
229,105 | $4,362,159 | |
| 8 | PIPR |
Piper Sandler Companies
|
55,080 | $4,216,374 |
All Filings in XP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,362,159 | 229,105 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,862,855 | 297,059 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,635,688 | 619,249 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,641,645 | 675,329 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,995,155 | 363,284 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $456,440 | 17,788 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $556,881 | 21,361 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $467,891 | 20,299 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||