Position in NU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$629,603
New position
Shares Held
47,126
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#511
of 846 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ANGELES WEALTH MANAGEMENT, LLC holds $4,887,861 across 13 Banks - Regional names. NU ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
|
10,795 | $746,906 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
47,126 | $629,603 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,352 | $579,109 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,122 | $570,577 | |
| 5 | USB |
US Bancorp De
|
8,035 | $485,314 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,053 | $283,993 | |
| 7 | KB |
KB Financial Group Inc.
|
2,564 | $269,117 | |
| 8 | LYG |
Lloyds Banking Group plc
|
41,818 | $243,798 |
All Filings in NU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,603 | 47,126 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||