Position in NU
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$12,042
+$11,637 QoQ
Shares Held
838
+2364.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
2 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $2,925,974 across 7 Banks - Regional names. NU ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFIN |
Triumph Financial, Inc.
|
41,557 | $2,479,290 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
3,023 | $414,392 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
95 | $19,768 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
838 | $12,042 | |
| 5 | FITB |
Fifth Third Bancorp
|
9 | $418 | |
| 6 | LYG |
Lloyds Banking Group plc
|
7 | $35 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
1 | $29 |
All Filings in NU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,042 | 838 | Shares | Sole | 2026-05-08 | |
| 2024-03-31 | $405 | 34 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||