Position in NU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,748,041
+$623,314 QoQ
Shares Held
280,542
+29.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#325
of 851 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Madison Asset Management, LLC holds $136,849,611 across 7 Banks - Regional names. NU ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
403,055 | $62,280,058 | |
| 2 | GBCI |
Glacier Bancorp, Inc.
|
1,144,784 | $59,047,958 | |
| 3 | TCBI |
Texas Capital Bancshares Inc/Tx
|
43,065 | $4,446,891 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
280,542 | $3,748,041 | |
| 5 | USB |
US Bancorp De
|
42,418 | $2,562,047 | |
| 6 | HDB |
Hdfc Bank Ltd
|
95,877 | $2,476,502 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
280,063 | $2,288,114 |
All Filings in NU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,748,041 | 280,542 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,124,727 | 217,448 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,230,069 | 133,218 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,476,842 | 92,245 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||