Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$421,759
-$92,175 QoQ
Shares Held
29,350
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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 Mar 31, 2026Larson Financial Group LLC holds $20,131,190 across 168 Banks - Regional names. NU ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,904 | $6,014,633 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
262,929 | $4,114,838 | |
| 3 | TFC |
Truist Financial Corp
|
70,875 | $3,258,123 | |
| 4 | USB |
US Bancorp De
|
26,862 | $1,397,092 | |
| 5 | FRME |
First Merchants Corp
|
15,889 | $615,380 | |
| 6 | RF |
Regions Financial Corp
|
18,776 | $490,429 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
8,156 | $469,948 | |
| 8 | NU |
Nu Holdings Ltd.
This page
|
29,350 | $421,759 |
All Filings in NU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,759 | 29,350 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $513,934 | 30,701 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $451,065 | 28,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $367,202 | 26,764 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $242,452 | 23,677 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,995 | 1,544 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $16,270 | 1,192 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $760 | 59 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $4,581 | 550 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||