Steward Partners Investment Advisory, LLC
Position in NU — Nu Holdings Ltd.
CIK 1723397
STAMFORD, CT
Position in NU
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,283,179
-$164,505 QoQ
Shares Held
298,064
+12.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $52,905,740 across 94 Banks - Regional names. NU ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
134,298 | $6,173,679 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,867 | $5,403,320 | |
| 3 | HWC |
Hancock Whitney Corp
|
75,095 | $4,775,291 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
298,064 | $4,283,179 | |
| 5 | FITB |
Fifth Third Bancorp
|
89,816 | $4,172,851 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,342 | $3,816,786 | |
| 7 | USB |
US Bancorp De
|
62,626 | $3,257,178 | |
| 8 | RF |
Regions Financial Corp
|
120,150 | $3,138,318 |
All Filings in NU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,283,179 | 298,064 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,447,684 | 265,692 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,494,261 | 155,794 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,132,979 | 155,465 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,534,146 | 149,819 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,969 | 5,692 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $294,840 | 21,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $510,456 | 39,601 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $92,373 | 7,743 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $254,065 | 30,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $199,375 | 27,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,285 | 6,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,700 | 7,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $250,305 | 61,500 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $182,600 | 41,500 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $91,630 | 24,500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $111,940 | 14,500 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||