Position in NU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$142,030,477
+$8,878,242 QoQ
Shares Held
9,883,819
+24.3% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $552,232,322 across 37 Banks - Regional names. NU ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
9,883,819 | $142,030,477 | |
| 2 | BAP |
Credicorp Ltd
|
411,644 | $139,621,410 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
258,008 | $53,688,884 | |
| 4 | USB |
US Bancorp De
|
815,859 | $42,432,826 | |
| 5 | TFC |
Truist Financial Corp
|
531,328 | $24,425,147 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
355,158 | $21,298,824 | |
| 7 | FITB |
Fifth Third Bancorp
|
359,686 | $16,711,011 | |
| 8 | MTB |
M&T Bank Corp
|
69,472 | $14,361,251 |
All Filings in NU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,030,477 | 9,883,819 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $133,152,235 | 7,954,136 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $120,412,857 | 7,521,103 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $80,519,688 | 5,868,782 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $41,921,044 | 4,093,852 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $26,305,966 | 2,539,186 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $27,906,606 | 2,044,440 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,541,246 | 1,593,580 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,490,131 | 627,840 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $125,178 | 17,266 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $53,897 | 11,323 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $37,655 | 9,252 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||