Position in NU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$35,648,247
-$5,400,060 QoQ
Shares Held
2,668,282
-6.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#133
of 847 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $522,687,392 across 99 Banks - Regional names. NU ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
642,044 | $158,084,073 | |
| 2 | USB |
US Bancorp \De\
|
947,565 | $57,232,926 | |
| 3 | TFC |
Truist Financial Corp
|
780,678 | $38,893,377 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
2,668,282 | $35,648,247 | |
| 5 | MTB |
M&T Bank Corp
|
111,944 | $26,643,791 | |
| 6 | KEY |
Keycorp /New/
|
954,910 | $22,010,675 | |
| 7 | WAL |
Western Alliance Bancorporation
|
192,215 | $15,800,073 | |
| 8 | FITB |
Fifth Third Bancorp
|
251,123 | $14,155,803 |
All Filings in NU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,648,247 | 2,668,282 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $41,048,307 | 2,856,528 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $103,877,224 | 6,205,330 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $71,352,471 | 4,456,744 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $84,084,035 | 6,128,574 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,951,700 | 1,460,127 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $25,812,509 | 2,491,555 | Shares | Sole | 2025-05-20 | |
| 2024-06-30 | $31,633,980 | 2,454,149 | 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. | ||||||