Position in XP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$324,208
+$292,926 QoQ
Shares Held
19,939
+1113.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 317 holders
Holding Since
Jun 2023
7 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, 2026NISA INVESTMENT ADVISORS, LLC holds $246,978,860 across 39 Capital Markets names. XP ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
498,557 | $104,218,354 | |
| 2 | GS |
Goldman Sachs Group Inc
|
83,204 | $84,150,029 | |
| 3 | SCHW |
Schwab Charles Corp
|
379,357 | $35,003,270 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,202 | $5,134,536 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
65,209 | $3,259,145 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
33,105 | $2,881,459 | |
| 7 | HUT |
Hut 8 Corp.
|
18,260 | $2,108,025 | |
| 8 | WULF |
Terawulf Inc.
|
80,001 | $1,976,024 |
All Filings in XP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,208 | 19,939 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $31,282 | 1,643 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,455 | 150 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,576 | 350 | Shares | Sole | 2025-10-23 | |
| 2023-12-31 | $1,802,297 | 69,133 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,494,838 | 64,852 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $739,553 | 31,524 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||