Position in NU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$602,843
-$73,150 QoQ
Shares Held
45,123
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#519
of 846 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,974,474 across 16 Banks - Regional names. NU ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,012 | $1,087,924 | |
| 2 | IBN |
Icici Bank Ltd
|
32,192 | $934,533 | |
| 3 | LYG |
Lloyds Banking Group plc
|
120,012 | $699,669 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,627 | $646,819 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
45,123 | $602,843 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
252 | $524,359 | |
| 7 | LOB |
Live Oak Bancshares, Inc.
|
8,368 | $341,749 | |
| 8 | FHN |
First Horizon Corp
|
12,749 | $326,884 |
All Filings in NU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,843 | 45,123 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $675,993 | 47,042 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $787,399 | 47,037 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $780,967 | 48,780 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $635,661 | 46,331 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $430,919 | 42,082 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $538,947 | 52,022 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $848,265 | 62,144 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $803,395 | 62,327 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $728,923 | 61,100 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||