Position in NU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$206,144
-$52,947 QoQ
Shares Held
15,430
-14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#646
of 846 holders
Holding Since
Dec 2023
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, 2026Platform Technology Partners holds $2,871,225 across 10 Banks - Regional names. NU ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,899 | $713,791 | |
| 2 | TFC |
Truist Financial Corp
|
7,730 | $385,108 | |
| 3 | USB |
US Bancorp De
|
5,191 | $313,536 | |
| 4 | WBS |
Webster Financial Corp
|
3,213 | $245,537 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
2,998 | $210,069 | |
| 6 | CNOB |
ConnectOne Bancorp, Inc.
|
6,274 | $209,802 | |
| 7 | NU |
Nu Holdings Ltd.
This page
|
15,430 | $206,144 | |
| 8 | WTFC |
Wintrust Financial Corp
|
1,268 | $203,792 |
All Filings in NU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,144 | 15,430 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $259,091 | 18,030 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $301,822 | 18,030 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $302,589 | 18,900 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $259,308 | 18,900 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $359,895 | 35,146 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $369,748 | 35,690 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $486,881 | 35,669 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $575,783 | 44,669 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $235,739 | 28,300 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||