Position in NU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,615
New position
Shares Held
182
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $102,021 across 11 Banks - Regional names. NU ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
765 | $35,167 | |
| 2 | FITB |
Fifth Third Bancorp
|
657 | $30,524 | |
| 3 | HBT |
HBT Financial, Inc.
|
500 | $13,360 | |
| 4 | EWBC |
East West Bancorp Inc
|
100 | $10,676 | |
| 5 | RF |
Regions Financial Corp
|
252 | $6,582 | |
| 6 | NU |
Nu Holdings Ltd.
This page
|
182 | $2,615 | |
| 7 | FLG |
Flagstar Bank, National Association
|
72 | $948 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4 | $832 |
All Filings in NU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,615 | 182 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||