Position in NU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,413,343
-$666,543 QoQ
Shares Held
307,122
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026VestGen Advisors, LLC holds $11,191,606 across 14 Banks - Regional names. NU ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
307,122 | $4,413,343 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
11,106 | $2,311,047 | |
| 3 | USB |
US Bancorp De
|
19,508 | $1,014,611 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
11,879 | $584,446 | |
| 5 | TFC |
Truist Financial Corp
|
12,334 | $566,993 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
8,656 | $519,100 | |
| 7 | IBN |
Icici Bank Ltd
|
13,593 | $352,058 | |
| 8 | FITB |
Fifth Third Bancorp
|
7,291 | $338,739 |
All Filings in NU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,413,343 | 307,122 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,079,886 | 303,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $918,221 | 57,353 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||