Position in NU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$185,704
-$14,039 QoQ
Shares Held
13,900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#655
of 836 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Private Wealth Partners, LLC holds $1,210,133 across 2 Banks - Regional names. NU ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMRC |
Bank of Marin Bancorp
|
36,983 | $1,024,429 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
13,900 | $185,704 |
All Filings in NU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,704 | 13,900 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $199,743 | 13,900 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $232,686 | 13,900 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,539 | 13,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $190,708 | 13,900 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $142,336 | 13,900 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $144,004 | 13,900 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $189,735 | 13,900 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $179,171 | 13,900 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $165,827 | 13,900 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $115,787 | 13,900 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $100,775 | 13,900 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $109,671 | 13,900 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $66,164 | 13,900 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $56,573 | 13,900 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $61,160 | 13,900 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $51,986 | 13,900 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||