Position in NU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,892,524
-$1,210,257 QoQ
Shares Held
890,159
-2.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#212
of 847 holders
Holding Since
Mar 2022
18 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 Jun 30, 2026HighTower Advisors, LLC holds $445,779,263 across 124 Banks - Regional names. NU ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,808,394 | $90,094,189 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
229,612 | $56,535,066 | |
| 3 | USB |
US Bancorp \De\
|
783,652 | $47,332,580 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
1,426,924 | $25,299,362 | |
| 5 | FITB |
Fifth Third Bancorp
|
285,187 | $16,075,991 | |
| 6 | HDB |
Hdfc Bank Ltd
|
583,795 | $15,079,424 | |
| 7 | MTB |
M&T Bank Corp
|
54,108 | $12,878,245 | |
| 8 | NU |
Nu Holdings Ltd.
This page
|
890,159 | $11,892,524 |
All Filings in NU
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,892,524 | 890,159 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,102,781 | 911,815 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,536,477 | 928,105 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,642,922 | 914,611 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,332,386 | 898,862 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,020,910 | 783,292 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,087,534 | 780,650 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,882,446 | 943,769 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,134,001 | 941,350 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,693,364 | 1,063,987 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,815,239 | 1,178,300 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,057,846 | 697,634 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,131,083 | 396,842 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,675,891 | 352,078 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,051,732 | 258,411 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $549,054 | 124,785 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $126,643 | 33,862 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $261,167 | 33,830 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||