Skip to main content
Equibles

Advisors Asset Management, Inc.

Position in NU — Nu Holdings Ltd.

CIK 1297376 Monument, CO
Back to NU Full portfolio

Position in NU

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,800,500
-$16,500 QoQ
Shares Held
134,768
+6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#391
of 854 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NU Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $25,602,695 across 30 Banks - Regional names. NU ranks #6 (7.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 63,926 $3,861,130
2 KB
KB Financial Group Inc.
 28,888 $3,032,084
3 ITUB
Itau Unibanco Holding S.A.
 289,789 $2,367,576
4 PNC
Pnc Financial Services Group, Inc.
 8,464 $2,084,006
5 WTFC
Wintrust Financial Corp
 11,484 $1,845,708
6 NU
Nu Holdings Ltd.
This page 		134,768 $1,800,500
7 RF
Regions Financial Corp
 54,949 $1,659,459
8 NWG
NatWest Group plc
 78,222 $1,379,053

All Filings in NU

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,800,500 134,768
2026-03-31 $1,817,000 126,444
2025-12-31 $1,620,950 96,831
2025-09-30 $1,174,781 73,378
2025-06-30 $744,653 54,275
2025-03-31 $381,900 37,295
2024-12-31 $346,842 33,479
2024-09-30 $475,484 34,834
2024-06-30 $540,194 41,908
2024-03-31 $361,646 30,314
2023-12-31 $188,233 22,597
2023-09-30 $140,490 19,378
2023-06-30 $70,923 8,989