Position in NU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$768,640
+$226,532 QoQ
Shares Held
57,533
+52.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#490
of 846 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Financial Perspectives, Inc holds $3,368,366 across 10 Banks - Regional names. NU ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
20,193 | $1,219,657 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
57,533 | $768,640 | |
| 3 | HDB |
Hdfc Bank Ltd
|
23,119 | $597,163 | |
| 4 | ASB |
Associated Banc-Corp
|
10,403 | $320,100 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
10,865 | $192,636 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,297 | $167,429 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
142 | $34,963 | |
| 8 | FITB |
Fifth Third Bancorp
|
571 | $32,187 |
All Filings in NU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,640 | 57,533 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $542,108 | 37,725 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $631,516 | 37,725 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $600,647 | 37,517 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $514,733 | 37,517 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $337,090 | 32,919 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $316,674 | 30,567 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $384,274 | 28,152 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $356,588 | 27,664 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $305,217 | 25,584 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $190,690 | 22,892 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $116,957 | 16,132 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $111,233 | 14,098 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $57,838 | 12,151 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $49,454 | 12,151 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $40,502 | 9,205 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $14,855 | 3,972 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $17,153 | 2,222 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||