Position in XP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$157,653,577
-$28,252,583 QoQ
Shares Held
9,695,792
-0.7% QoQ
Ownership
1.96%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 317 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 21%
Shared 2%
None 77%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. XP ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in XP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,653,577 | 9,695,792 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $185,906,160 | 9,763,979 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $155,564,224 | 9,503,007 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $175,838,116 | 9,358,069 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $195,876,652 | 9,696,864 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $131,601,882 | 9,571,046 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $113,921,100 | 9,613,595 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $157,310,029 | 8,768,675 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $74,489,709 | 4,234,776 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $95,761,606 | 3,731,941 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $96,632,574 | 3,706,658 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $81,841,260 | 3,550,597 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $80,908,519 | 3,448,786 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,532,939 | 466,128 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,158,273 | 401,452 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $7,941,465 | 417,752 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,211,209 | 401,515 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,047,512 | 367,027 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,327,057 | 359,327 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,947,554 | 197,848 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,299,715 | 190,579 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,179,110 | 190,579 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $4,068,793 | 102,566 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,317,588 | 55,591 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||