Position in NU
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$779,213
New position
Shares Held
54,225
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $30,955,038 across 17 Banks - Regional names. NU ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPBK |
OP Bancorp
|
1,837,182 | $24,434,520 | |
| 2 | MTB |
M&T Bank Corp
|
4,699 | $971,377 | |
| 3 | NU |
Nu Holdings Ltd.
This page
|
54,225 | $779,213 | |
| 4 | USB |
US Bancorp \De\
|
13,810 | $718,258 | |
| 5 | CCB |
Coastal Financial Corp
|
9,232 | $702,555 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,093 | $643,622 | |
| 7 | NWG |
NatWest Group plc
|
29,438 | $438,626 | |
| 8 | SHBI |
Shore Bancshares Inc
|
20,791 | $388,375 |
All Filings in NU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $779,213 | 54,225 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||