Position in XP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$207,440
+$17,653 QoQ
Shares Held
10,895
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $454,652,103 across 29 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
156,956 | $158,740,588 | |
| 2 | MS |
Morgan Stanley
|
565,775 | $118,269,604 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,274,680 | $117,614,722 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
50,282 | $14,163,433 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
151,397 | $13,177,594 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
67,846 | $6,803,596 | |
| 7 | IREN |
IREN Ltd
|
102,943 | $4,707,582 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
53,446 | $3,183,778 |
All Filings in XP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,440 | 10,895 | Shares | Defined | 2026-04-27 | |
| 2024-09-30 | $189,787 | 10,579 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $550,811 | 31,314 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $903,487 | 35,210 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,060,310 | 79,030 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $2,514,223 | 109,077 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,073,762 | 45,770 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $396,017 | 33,363 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $598,120 | 38,991 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $891,605 | 46,902 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $858,396 | 47,795 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,413,404 | 46,957 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $286,909 | 9,983 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||