Position in NU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,613,305
+$1,278,857 QoQ
Shares Held
112,269
+461.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $30,280,084 across 35 Banks - Regional names. NU ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
59,573 | $2,738,570 | |
| 2 | SSB |
SouthState Bank Corp
|
22,650 | $2,095,578 | |
| 3 | LYG |
Lloyds Banking Group plc
|
365,056 | $1,836,231 | |
| 4 | IBN |
Icici Bank Ltd
|
69,359 | $1,796,398 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
112,269 | $1,613,305 | |
| 6 | USB |
US Bancorp De
|
30,251 | $1,573,354 | |
| 7 | FITB |
Fifth Third Bancorp
|
33,134 | $1,539,405 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
7,076 | $1,472,444 |
All Filings in NU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,613,305 | 112,269 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $334,448 | 19,979 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $1,271,967 | 92,709 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $945,039 | 92,289 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,091,249 | 105,333 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,810,112 | 132,609 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,941,388 | 150,612 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $2,390,628 | 200,388 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||