Position in NU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,118,966
-$93,301 QoQ
Shares Held
83,755
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#441
of 846 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avestar Capital, LLC holds $2,938,027 across 6 Banks - Regional names. NU ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
83,755 | $1,118,966 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,202 | $542,176 | |
| 3 | USB |
US Bancorp De
|
7,736 | $467,254 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,122 | $358,898 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
17,670 | $313,289 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
14,347 | $137,444 |
All Filings in NU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,966 | 83,755 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,212,267 | 84,361 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,410,211 | 84,242 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,105,555 | 131,515 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,468,972 | 107,068 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $782,366 | 76,403 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $557,461 | 53,809 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $716,024 | 52,456 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $673,876 | 52,279 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $621,600 | 52,104 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $433,093 | 51,992 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $376,942 | 51,992 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $605,099 | 76,692 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,301,631 | 273,452 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $749,930 | 184,258 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $449,750 | 102,216 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $247,064 | 66,060 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $528,256 | 68,427 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||