Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$770,016
+$60,656 QoQ
Shares Held
57,636
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#488
of 846 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,243,545 across 13 Banks - Regional names. NU ranks #1 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
57,636 | $770,016 | |
| 2 | TFC |
Truist Financial Corp
|
13,659 | $680,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,558 | $629,830 | |
| 4 | GGAL |
Grupo Financiero Galicia SA
|
11,335 | $567,090 | |
| 5 | ITUB |
Itau Unibanco Holding S.A.
|
66,434 | $542,765 | |
| 6 | USB |
US Bancorp De
|
6,603 | $398,821 | |
| 7 | RF |
Regions Financial Corp
|
10,339 | $312,237 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
8,540 | $288,310 |
All Filings in NU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,016 | 57,636 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $709,360 | 49,364 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $570,047 | 34,053 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,485,183 | 92,766 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $785,895 | 57,281 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $424,581 | 41,463 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $275,306 | 26,574 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $381,572 | 27,954 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $255,750 | 19,841 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,951 | 17,431 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||