Position in NU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$768,827
-$360,655 QoQ
Shares Held
57,547
-26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#492
of 855 holders
Holding Since
Sep 2022
16 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, 2026OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. NU ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,054 | $6,080,730 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,269 | $1,543,553 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,371 | $1,317,423 | |
| 4 | USB |
US Bancorp De
|
18,974 | $1,146,029 | |
| 5 | FHB |
First Hawaiian, Inc.
|
33,441 | $979,821 | |
| 6 | IBN |
Icici Bank Ltd
|
30,116 | $874,267 | |
| 7 | NU |
Nu Holdings Ltd.
This page
|
57,547 | $768,827 | |
| 8 | WTFC |
Wintrust Financial Corp
|
4,643 | $746,222 |
All Filings in NU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,827 | 57,547 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,129,482 | 78,600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,321,840 | 78,963 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,234,595 | 77,114 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,002,355 | 73,058 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $734,996 | 71,777 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $759,657 | 73,326 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $361,411 | 26,477 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $325,201 | 25,229 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $148,218 | 12,424 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $96,144 | 11,542 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $399,895 | 55,158 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $355,050 | 45,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $214,200 | 45,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $176,231 | 43,300 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $44,000 | 10,000 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||