Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$470,833
+$180,818 QoQ
Shares Held
35,242
+74.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#538
of 836 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $6,213,735 across 25 Banks - Regional names. NU ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,606 | $1,380,309 | |
| 2 | USB |
US Bancorp De
|
21,149 | $1,277,399 | |
| 3 | FFIN |
First Financial Bankshares Inc
|
16,724 | $578,650 | |
| 4 | BANF |
Bancfirst Corp /Ok/
|
5,020 | $557,872 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
35,242 | $470,833 | |
| 6 | BAP |
Credicorp Ltd
|
847 | $329,974 | |
| 7 | SBSI |
Southside Bancshares Inc
|
9,186 | $323,255 | |
| 8 | FITB |
Fifth Third Bancorp
|
5,483 | $309,076 |
All Filings in NU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,833 | 35,242 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,015 | 20,182 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $378,575 | 22,615 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $320,200 | 20,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $35,809 | 2,610 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||