Position in NU
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$710,208
-$127,076 QoQ
Shares Held
49,423
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026IFP Advisors, Inc holds $17,154,751 across 257 Banks - Regional names. NU ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
9,000 | $1,872,810 | |
| 2 | MTB |
M&T Bank Corp
|
8,365 | $1,729,212 | |
| 3 | USB |
US Bancorp De
|
31,565 | $1,641,695 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
32,634 | $1,149,043 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
24,818 | $1,056,750 | |
| 6 | WSBC |
Wesbanco Inc
|
25,296 | $872,459 | |
| 7 | NU |
Nu Holdings Ltd.
This page
|
49,423 | $710,208 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
8,814 | $528,575 |
All Filings in NU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $710,208 | 49,423 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $837,284 | 50,017 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $704,039 | 43,975 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $603,076 | 43,956 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $556,349 | 54,331 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $659,818 | 63,689 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $591,099 | 43,304 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $511,384 | 39,673 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $351,195 | 29,438 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $104,916 | 12,595 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $23,504 | 3,242 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,393 | 1,444 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,873 | 1,444 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,890 | 1,693 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,280 | 1,882 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,612 | 966 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $7,457 | 966 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $2,373 | 253 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||