Position in NU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$283,419
-$18,566 QoQ
Shares Held
21,214
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#608
of 847 holders
Holding Since
Jun 2022
17 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 Jun 30, 2026Claro Advisors Inc. holds $864,744 across 2 Banks - Regional names. NU ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,361 | $581,325 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
21,214 | $283,419 |
All Filings in NU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,419 | 21,214 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $301,985 | 21,015 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $379,746 | 22,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $361,025 | 22,550 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $309,386 | 22,550 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $232,970 | 22,751 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $227,080 | 21,919 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $309,527 | 22,676 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $298,119 | 23,128 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $299,431 | 25,099 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $209,074 | 25,099 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $226,707 | 31,270 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $241,591 | 30,620 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $144,713 | 30,402 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $149,010 | 36,612 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $167,094 | 37,976 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $142,030 | 37,976 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||