Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,888,450
-$2,336,213 QoQ
Shares Held
1,244,847
+3.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 62.51997233394947.ToString("F0")%
Shared 1.478976934514844.ToString("F0")%
None 36.001050731535685.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $556,095,165 across 141 Banks - Regional names. NU ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,251,708 | $65,101,332 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
253,073 | $52,661,959 | |
| 3 | TFC |
Truist Financial Corp
|
556,828 | $25,597,382 | |
| 4 | FLG |
Flagstar Bank, National Association
|
1,810,495 | $23,844,217 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
382,525 | $22,940,022 | |
| 6 | FITB |
Fifth Third Bancorp
|
400,954 | $18,628,322 | |
| 7 | KEY |
Keycorp /New/
|
893,770 | $17,920,087 | |
| 8 | NU |
Nu Holdings Ltd.
This page
|
1,244,847 | $17,888,450 |
All Filings in NU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,888,450 | 1,244,847 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $20,224,663 | 1,208,164 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $10,068,865 | 628,911 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,489,263 | 618,751 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,213,652 | 606,802 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $6,022,640 | 581,336 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,200,522 | 747,291 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,669,124 | 750,126 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,933,096 | 832,615 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,638,393 | 796,926 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,547,155 | 1,040,987 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,061,197 | 134,499 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||