Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$61,770,306
-$14,804,948 QoQ
Shares Held
4,298,560
-6.0% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 1.7832948708404677.ToString("F0")%
Shared 0.ToString("F0")%
None 98.21670512915954.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $382,853,779 across 115 Banks - Regional names. NU ranks #1 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
4,298,560 | $61,770,306 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
239,501 | $49,837,763 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
506,748 | $30,389,677 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
231,622 | $19,951,919 | |
| 5 | PB |
Prosperity Bancshares Inc
|
295,148 | $19,828,042 | |
| 6 | USB |
US Bancorp De
|
299,305 | $15,566,853 | |
| 7 | BPOP |
Popular, Inc.
|
95,806 | $12,854,291 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
437,132 | $11,990,530 |
All Filings in NU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,770,306 | 4,298,560 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $76,575,254 | 4,574,388 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $77,606,233 | 4,847,360 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $66,517,591 | 4,848,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,924,422 | 3,703,557 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $39,632,459 | 3,825,527 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $59,103,394 | 4,329,919 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $53,434,205 | 4,145,400 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $53,603,076 | 4,493,133 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,550,485 | 2,346,997 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,996,712 | 1,654,719 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $12,673,099 | 1,606,223 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,064,587 | 1,694,241 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,307,476 | 2,041,149 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,465,542 | 1,014,896 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $134,924 | 36,076 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||