Position in NU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,026,387
+$1,662,488 QoQ
Shares Held
226,526
+138.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#343
of 847 holders
Holding Since
Jun 2025
5 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, 2026GC Wealth Management RIA, LLC holds $10,798,956 across 11 Banks - Regional names. NU ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
226,526 | $3,026,387 | |
| 2 | USB |
US Bancorp \De\
|
37,343 | $2,255,517 | |
| 3 | NWG |
NatWest Group plc
|
70,975 | $1,251,289 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
36,934 | $1,246,891 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
4,494 | $1,106,512 | |
| 6 | RF |
Regions Financial Corp
|
15,258 | $460,791 | |
| 7 | IBN |
Icici Bank Ltd
|
14,981 | $434,898 | |
| 8 | MTB |
M&T Bank Corp
|
1,423 | $338,688 |
All Filings in NU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,026,387 | 226,526 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,363,899 | 94,913 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,938,994 | 115,830 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,792,879 | 111,985 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,100,275 | 80,195 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||