Circle Wealth Management, LLC

Position in NU — Nu Holdings Ltd.

CIK 1578242 SUMMIT, NJ

Position in NU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,142,159

+$78,305 QoQ

Shares Held

85,491

+15.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#440

of 847 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Circle Wealth Management, LLC holds $2,529,520 across 4 Banks - Regional names. NU ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd. This page	85,491	$1,142,159
2	WBS	Webster Financial Corp	9,470	$723,697
3	PNC	Pnc Financial Services Group, Inc.	1,881	$463,139
4	TFC	Truist Financial Corp	4,025	$200,525

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,142,159	85,491	+15.5%	Shares	Sole	2026-08-12
2026-03-31	$1,063,854	74,033	+15.8%	Shares	Sole	2026-05-12
2025-12-31	$1,070,137	63,927	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,023,471	63,927	-12.3%	Shares	Sole	2025-11-14
2025-06-30	$999,611	72,858	-48.4%	Shares	Sole	2025-08-14
2025-03-31	$1,444,741	141,088	+28.6%	Shares	Sole	2025-05-14
2024-12-31	$1,136,927	109,742	+5.5%	Shares	Sole	2025-02-14
2024-09-30	$1,420,528	104,068	+143.3%	Shares	Sole	2024-11-14
2024-06-30	$551,434	42,780	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.