Investment Research & Advisory Group, Inc.
Position in NU — Nu Holdings Ltd.
CIK 1802136
ATLANTA, GA
Position in NU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,040
-$1,515 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#741
of 846 holders
Holding Since
Dec 2024
7 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, 2026Investment Research & Advisory Group, Inc. holds $103,239 across 2 Banks - Regional names. NU ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,670 | $83,199 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
1,500 | $20,040 |
All Filings in NU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,040 | 1,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $21,555 | 1,500 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $25,110 | 1,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $24,015 | 1,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,580 | 1,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,096 | 400 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,144 | 400 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||