Stokes Family Office, LLC
Family OfficePosition in NU — Nu Holdings Ltd.
CIK 1802278
NEW ORLEANS, LA
Position in NU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$790,737
-$130,414 QoQ
Shares Held
55,027
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Stokes Family Office, LLC holds $8,018,507 across 7 Banks - Regional names. NU ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
43,290 | $3,151,944 | |
| 2 | FHN |
First Horizon Corp
|
96,410 | $2,194,291 | |
| 3 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
209,189 | $920,431 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
55,027 | $790,737 | |
| 5 | ESQ |
Esquire Financial Holdings, Inc.
|
4,000 | $430,000 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,465 | $304,851 | |
| 7 | HWC |
Hancock Whitney Corp
|
3,558 | $226,253 |
All Filings in NU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $790,737 | 55,027 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $921,151 | 55,027 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $880,550 | 55,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $754,600 | 55,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $522,240 | 51,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $113,960 | 11,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $150,150 | 11,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $141,790 | 11,000 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $131,230 | 11,000 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $83,300 | 10,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $72,500 | 10,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $78,900 | 10,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||