Position in NU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$685,661
-$53,373 QoQ
Shares Held
51,322
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#100
of 241 holders
Holding Since
Dec 2022
15 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, 2026Cornerstone Wealth Group, LLC holds $15,676,331 across 11 Banks - Regional names. NU ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
141,300 | $7,039,566 | |
| 2 | NWFL |
Norwood Financial Corp
|
166,585 | $5,355,707 | |
| 3 | NU |
Nu Holdings Ltd.
This page
|
51,322 | $685,661 | |
| 4 | MTB |
M&T Bank Corp
|
1,865 | $443,888 | |
| 5 | VLY |
Valley National Bancorp
|
29,194 | $427,692 | |
| 6 | USB |
US Bancorp De
|
6,309 | $381,063 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,672 | $319,730 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,155 | $284,384 |
All Filings in NU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,661 | 51,322 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $739,034 | 51,429 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $865,859 | 51,724 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $818,159 | 51,103 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $701,064 | 51,098 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $385,720 | 37,668 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $390,851 | 37,727 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $514,645 | 37,703 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $485,836 | 37,691 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $449,558 | 37,683 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $288,592 | 34,645 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $227,352 | 31,359 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $221,495 | 28,073 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $102,344 | 21,501 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $74,135 | 18,215 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||