Position in NU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$50,680,417
-$7,420,607 QoQ
Shares Held
3,526,821
+1.6% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026AVIVA PLC holds $465,298,093 across 21 Banks - Regional names. NU ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
341,136 | $70,986,990 | |
| 2 | USB |
US Bancorp De
|
1,355,548 | $70,502,051 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
2,081,001 | $61,972,209 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
3,526,821 | $50,680,417 | |
| 5 | TFC |
Truist Financial Corp
|
1,082,744 | $49,773,741 | |
| 6 | FITB |
Fifth Third Bancorp
|
584,480 | $27,154,940 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
373,959 | $22,426,321 | |
| 8 | MTB |
M&T Bank Corp
|
104,685 | $21,640,483 |
All Filings in NU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,680,417 | 3,526,821 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $58,101,024 | 3,470,790 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $56,371,161 | 3,520,997 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,380,458 | 2,432,978 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $24,241,592 | 2,367,343 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,526,162 | 2,174,340 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,195,275 | 2,138,848 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,579,308 | 122,522 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $1,046,428 | 87,714 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $734,272 | 88,148 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $639,399 | 88,193 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||