Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,254,091
+$116,511 QoQ
Shares Held
156,861
+22.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $34,868,694 across 153 Banks - Regional names. NU ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,391 | $7,419,137 | |
| 2 | USB |
US Bancorp De
|
56,219 | $2,923,943 | |
| 3 | NU |
Nu Holdings Ltd.
This page
|
156,861 | $2,254,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,188 | $2,120,014 | |
| 5 | FITB |
Fifth Third Bancorp
|
43,950 | $2,041,913 | |
| 6 | KEY |
Keycorp /New/
|
71,076 | $1,425,070 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
22,984 | $1,324,337 | |
| 8 | MTB |
M&T Bank Corp
|
6,390 | $1,320,936 |
All Filings in NU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,254,091 | 156,861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,137,580 | 127,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,954,451 | 122,077 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,642,571 | 119,721 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $963,480 | 94,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $678,362 | 65,479 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $746,614 | 54,697 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $705,044 | 54,697 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $354,965 | 29,754 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $80,925 | 9,715 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $16,840 | 3,538 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $14,350 | 3,526 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||