Position in NU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,728
-$2,323 QoQ
Shares Held
2,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#731
of 846 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Derivatives in NU
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$20,899
PutShares
2,041
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Quaker Wealth Management, LLC holds $187,873 across 18 Banks - Regional names. NU ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,529 | $92,351 | |
| 2 | MTB |
M&T Bank Corp
|
205 | $48,792 | |
| 3 | NU |
Nu Holdings Ltd.
This page
|
2,300 | $30,728 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
19 | $4,678 | |
| 5 | FITB |
Fifth Third Bancorp
|
40 | $2,254 | |
| 6 | TFC |
Truist Financial Corp
|
36 | $1,793 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
16 | $1,121 | |
| 8 | RF |
Regions Financial Corp
|
37 | $1,117 |
All Filings in NU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,728 | 2,300 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $33,051 | 2,300 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $38,502 | 2,300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $36,823 | 2,300 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,556 | 2,300 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $20,899 | 2,041 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||