Position in NU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,587,074
+$713,393 QoQ
Shares Held
118,793
+95.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#404
of 847 holders
Holding Since
Dec 2022
8 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, 2026Belpointe Asset Management LLC holds $9,985,091 across 15 Banks - Regional names. NU ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
27,569 | $1,931,759 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
118,793 | $1,587,074 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
8,667 | $1,339,224 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,389 | $1,080,659 | |
| 5 | USB |
US Bancorp \De\
|
9,387 | $566,974 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,317 | $525,199 | |
| 7 | EWBC |
East West Bancorp Inc
|
3,911 | $504,870 | |
| 8 | WBS |
Webster Financial Corp
|
6,285 | $480,299 |
All Filings in NU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,587,074 | 118,793 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $873,681 | 60,799 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,780,583 | 106,367 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,313,684 | 82,054 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $647,940 | 47,226 | Shares | Other | 2025-07-22 | |
| 2023-06-30 | $130,437 | 16,532 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $23,800 | 5,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,350 | 5,000 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||