Position in NU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,054,865
-$80,077 QoQ
Shares Held
78,957
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#451
of 846 holders
Holding Since
Jun 2024
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 Jun 30, 2026Magnus Financial Group LLC holds $3,005,952 across 6 Banks - Regional names. NU ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
78,957 | $1,054,865 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
3,308 | $814,495 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
1,992 | $329,456 | |
| 4 | MTB |
M&T Bank Corp
|
1,226 | $291,800 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
8,028 | $271,025 | |
| 6 | CCB |
Coastal Financial Corp
|
3,152 | $244,311 |
All Filings in NU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,865 | 78,957 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,134,942 | 78,980 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,321,740 | 78,957 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,264,261 | 78,967 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,083,290 | 78,957 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $808,519 | 78,957 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $817,994 | 78,957 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,077,763 | 78,957 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,018,090 | 78,983 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||