BHK Investment Advisors, LLC

Position in NU — Nu Holdings Ltd.

CIK 1710539 BIRMINGHAM, AL

Position in NU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$400,800

-$30,300 QoQ

Shares Held

30,000

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#566

of 846 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BHK Investment Advisors, LLC holds $2,435,146 across 4 Banks - Regional names. NU ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	19,553	$974,130
2	RF	Regions Financial Corp	21,915	$661,833
3	NU	Nu Holdings Ltd. This page	30,000	$400,800
4	PNC	Pnc Financial Services Group, Inc.	1,618	$398,383

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,800	30,000	0.0%	Shares	Sole	2026-07-28
2026-03-31	$431,100	30,000	0.0%	Shares	Sole	2026-04-29
2025-12-31	$502,200	30,000	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.