Position in NU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$67,092,465
+$66,732,975 QoQ
Shares Held
4,668,926
+21641.2% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Ballentine Partners, LLC holds $163,413,652 across 40 Banks - Regional names. NU ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
1,672,486 | $68,889,697 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
4,668,926 | $67,092,465 | |
| 3 | KB |
KB Financial Group Inc.
|
27,328 | $2,725,420 | |
| 4 | WF |
Woori Financial Group Inc.
|
38,328 | $2,552,643 | |
| 5 | SHG |
Shinhan Financial Group Co Ltd
|
33,737 | $2,068,751 | |
| 6 | TFC |
Truist Financial Corp
|
37,294 | $1,714,404 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,068 | $1,678,867 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,819 | $1,524,768 |
All Filings in NU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,092,465 | 4,668,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $359,490 | 21,475 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $310,176 | 19,374 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $250,362 | 18,248 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $137,266 | 13,405 | Shares | Other | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||