Carolina Wealth Advisors, LLC

Position in NU — Nu Holdings Ltd.

CIK 1786411 MYRTLE BEACH, SC

Position in NU

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$5,223

-$395 QoQ

Shares Held

391

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#789

of 847 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carolina Wealth Advisors, LLC holds $930,060 across 6 Banks - Regional names. NU ranks #6 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OFG	Ofg Bancorp	6,527	$320,279
2	CHCO	City Holding Co	2,288	$303,480
3	FBP	First Bancorp /Pr/	11,119	$289,872
4	OZK	Bank OZK	110	$5,729
5	PB	Prosperity Bancshares Inc	75	$5,477
6	NU	Nu Holdings Ltd. This page	391	$5,223

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,223	391	0.0%	Shares	Sole	2026-07-09
2026-03-31	$5,618	391	-99.5%	Shares	Sole	2026-04-07
2025-12-31	$1,399,095	83,578	+0.6%	Shares	Sole	2026-01-21
2025-09-30	$1,329,470	83,040	+11.6%	Shares	Sole	2025-10-07
2025-06-30	$1,020,836	74,405	+31.5%	Shares	Sole	2025-07-22
2025-03-31	$579,205	56,563	+291.7%	Shares	Sole	2025-04-24
2024-12-31	$149,619	14,442	+349.3%	Shares	Sole	2025-01-14
2024-09-30	$43,871	3,214	—	Shares	Sole	2024-10-21
No filing history on record for this holder in this stock.