Focus Partners Wealth

Position in NU — Nu Holdings Ltd.

CIK 1542153 ST LOUIS, MO

Position in NU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$41,048,307

-$62,828,917 QoQ

Shares Held

2,856,528

-54.0% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0.20006805464535968.ToString("F0")% Shared 0.ToString("F0")% None 99.79993194535464.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $575,968,336 across 98 Banks - Regional names. NU ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,080,398	$224,820,019
2	TFC	Truist Financial Corp	973,960	$44,772,941
3	USB	US Bancorp De	810,820	$42,170,748
4	NU	Nu Holdings Ltd. This page	2,856,528	$41,048,307
5	FITB	Fifth Third Bancorp	653,831	$30,376,988
6	KEY	Keycorp /New/	1,139,964	$22,856,278
7	WAL	Western Alliance Bancorporation	181,937	$12,890,236
8	CFG	Citizens Financial Group Inc/Ri	201,494	$12,083,595

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,048,307	2,856,528	-54.0%	Shares	Sole	2026-05-15
2025-12-31	$103,877,224	6,205,330	+39.2%	Shares	Sole	2026-02-13
2025-09-30	$71,352,471	4,456,744	-27.3%	Shares	Sole	2025-11-14
2025-06-30	$84,084,035	6,128,574	+319.7%	Shares	Sole	2025-08-14
2025-03-31	$14,951,700	1,460,127	-41.4%	Shares	Sole	2025-05-20
2024-12-31	$25,812,509	2,491,555	+1.5%	Shares	Sole	2025-05-29
2024-06-30	$31,633,980	2,454,149	+0.0%	Shares	Sole	2024-08-15
2024-03-31	$29,276,088	2,453,989	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.