Position in NU
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,826,248
-$179,201 QoQ
Shares Held
196,677
+9.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $95,468,125 across 76 Banks - Regional names. NU ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
565,859 | $8,855,693 | |
| 2 | USB |
US Bancorp De
|
164,385 | $8,549,663 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
89,414 | $5,152,034 | |
| 4 | WAL |
Western Alliance Bancorporation
|
61,657 | $4,368,398 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
20,972 | $4,364,063 | |
| 6 | TFC |
Truist Financial Corp
|
69,896 | $3,213,119 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
49,442 | $2,965,036 | |
| 8 | NU |
Nu Holdings Ltd.
This page
|
196,677 | $2,826,248 |
All Filings in NU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,826,248 | 196,677 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,005,449 | 179,537 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,829,735 | 176,748 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,339,054 | 170,485 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,688,545 | 164,897 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $276,466 | 26,686 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $172,276 | 12,621 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||