Position in NU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,431
-$184 QoQ
Shares Held
182
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#808
of 847 holders
Holding Since
Mar 2026
2 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $185,178 across 10 Banks - Regional names. NU ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,848 | $92,067 | |
| 2 | FITB |
Fifth Third Bancorp
|
662 | $37,316 | |
| 3 | HBT |
HBT Financial, Inc.
|
500 | $15,995 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
58 | $14,280 | |
| 5 | EWBC |
East West Bancorp Inc
|
100 | $12,909 | |
| 6 | RF |
Regions Financial Corp
|
252 | $7,610 | |
| 7 | NU |
Nu Holdings Ltd.
This page
|
182 | $2,431 | |
| 8 | FLG |
Flagstar Bank, National Association
|
72 | $1,075 |
All Filings in NU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,431 | 182 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,615 | 182 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||