Position in NU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,016
-$606 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#771
of 846 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Winch Advisory Services, LLC holds $312,489 across 10 Banks - Regional names. NU ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
515 | $85,175 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
4,048 | $71,771 | |
| 3 | TFC |
Truist Financial Corp
|
728 | $36,268 | |
| 4 | BCML |
BayCom Corp
|
1,066 | $35,071 | |
| 5 | USB |
US Bancorp De
|
570 | $34,428 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
139 | $34,224 | |
| 7 | NU |
Nu Holdings Ltd.
This page
|
600 | $8,016 | |
| 8 | NWG |
NatWest Group plc
|
335 | $5,906 |
All Filings in NU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,016 | 600 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,622 | 600 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,044 | 600 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,606 | 600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,232 | 600 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,144 | 600 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,216 | 600 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,190 | 600 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,734 | 600 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||