Position in NU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,644,762
+$174,640 QoQ
Shares Held
123,111
+20.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#397
of 847 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Virtus Investment Advisers, LLC holds $3,663,315 across 2 Banks - Regional names. NU ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
35,809 | $2,018,553 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
123,111 | $1,644,762 |
All Filings in NU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644,762 | 123,111 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,470,122 | 102,305 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,004,397 | 119,737 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $1,583,041 | 115,382 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,151,006 | 112,403 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||