Position in NU
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,409,567
-$55,902 QoQ
Shares Held
98,091
+12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Frank, Rimerman Advisors LLC holds $16,524,237 across 16 Banks - Regional names. NU ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
86,915 | $2,251,098 | |
| 2 | TFC |
Truist Financial Corp
|
43,737 | $2,010,589 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
|
29,485 | $1,808,020 | |
| 4 | KB |
KB Financial Group Inc.
|
17,448 | $1,740,089 | |
| 5 | WF |
Woori Financial Group Inc.
|
23,347 | $1,554,910 | |
| 6 | NU |
Nu Holdings Ltd.
This page
|
98,091 | $1,409,567 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
121,738 | $1,020,164 | |
| 8 | RF |
Regions Financial Corp
|
37,898 | $989,895 |
All Filings in NU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,409,567 | 98,091 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,465,469 | 87,543 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,394,150 | 87,080 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,045,985 | 76,238 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $769,792 | 75,175 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $778,813 | 75,175 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,026,138 | 75,175 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $969,005 | 75,175 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $896,837 | 75,175 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $626,207 | 75,175 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $545,018 | 75,175 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $593,130 | 75,175 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $357,833 | 75,175 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $305,962 | 75,175 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $330,770 | 75,175 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $281,154 | 75,175 | Shares | Sole | 2023-09-07 | |
| 2022-03-31 | $490,405 | 63,524 | Shares | Sole | 2023-09-07 | |
| 2021-12-31 | $142,641 | 15,207 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||