Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,817,000
+$196,050 QoQ
Shares Held
126,444
+30.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Advisors Asset Management, Inc. holds $23,972,756 across 32 Banks - Regional names. NU ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
60,514 | $3,147,333 | |
| 2 | KB |
KB Financial Group Inc.
|
28,216 | $2,813,981 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,480 | $2,388,873 | |
| 4 | ITUB |
Itau Unibanco Holding S.A.
|
277,073 | $2,321,871 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
126,444 | $1,817,000 | |
| 6 | WTFC |
Wintrust Financial Corp
|
10,260 | $1,425,524 | |
| 7 | HDB |
Hdfc Bank Ltd
|
56,519 | $1,406,192 | |
| 8 | MTB |
M&T Bank Corp
|
5,170 | $1,068,742 |
All Filings in NU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,817,000 | 126,444 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,620,950 | 96,831 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,174,781 | 73,378 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $744,653 | 54,275 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $381,900 | 37,295 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $346,842 | 33,479 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $475,484 | 34,834 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $540,194 | 41,908 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $361,646 | 30,314 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $188,233 | 22,597 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $140,490 | 19,378 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $70,923 | 8,989 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||