Position in XP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$448,271
-$128,717 QoQ
Shares Held
27,569
-9.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#191
of 318 holders
Holding Since
Jun 2025
5 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, 2026MARTINGALE ASSET MANAGEMENT L P holds $33,273,156 across 8 Capital Markets names. XP ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
189,880 | $17,520,227 | |
| 2 | SNEX |
StoneX Group Inc.
|
57,724 | $4,560,235 | |
| 3 | PIPR |
Piper Sandler Companies
|
36,800 | $2,662,112 | |
| 4 | SF |
Stifel Financial Corp
|
37,900 | $2,644,283 | |
| 5 | PJT |
PJT Partners Inc.
|
15,915 | $2,402,210 | |
| 6 | EVR |
Evercore Inc.
|
5,253 | $1,793,584 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
14,272 | $1,242,234 | |
| 8 | XP |
XP Inc.
This page
|
27,569 | $448,271 |
All Filings in XP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,271 | 27,569 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $576,988 | 30,304 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $493,899 | 30,171 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,210,658 | 64,431 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $432,179 | 21,395 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||