Position in NU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$78,556
+$51,297 QoQ
Shares Held
5,880
+210.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#117
of 171 holders
Holding Since
Mar 2024
10 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, 2026TFC Financial Management, Inc. holds $3,169,398 across 39 Banks - Regional names. NU ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONB |
Old National Bancorp /In/
|
95,400 | $2,470,860 | |
| 2 | FFIN |
First Financial Bankshares Inc
|
11,141 | $385,478 | |
| 3 | NU |
Nu Holdings Ltd.
This page
|
5,880 | $78,556 | |
| 4 | SSB |
SouthState Bank Corp
|
502 | $50,149 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
172 | $42,349 | |
| 6 | MTB |
M&T Bank Corp
|
160 | $38,081 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
1,142 | $37,971 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
514 | $17,352 |
All Filings in NU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,556 | 5,880 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $27,259 | 1,897 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $31,705 | 1,894 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $30,098 | 1,880 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $25,793 | 1,880 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $31,887 | 3,114 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $18,534 | 1,789 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $22,235 | 1,629 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $18,767 | 1,456 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,823 | 572 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||