Position in NU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$205,169
-$18,773 QoQ
Shares Held
15,357
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#648
of 846 holders
Holding Since
Dec 2024
4 quarters on record
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $11,398,199 across 8 Banks - Regional names. NU ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
60,277 | $3,640,730 | |
| 2 | TFSL |
TFS Financial CORP
|
188,122 | $3,333,521 | |
| 3 | FHN |
First Horizon Corp
|
90,049 | $2,308,856 | |
| 4 | FIBK |
First Interstate Bancsystem Inc
|
27,423 | $1,057,430 | |
| 5 | TFC |
Truist Financial Corp
|
6,263 | $312,022 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,258 | $309,744 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,199 | $230,727 | |
| 8 | NU |
Nu Holdings Ltd.
This page
|
15,357 | $205,169 |
All Filings in NU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,169 | 15,357 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $223,942 | 15,584 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $196,410 | 11,733 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $13,271 | 1,281 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||