Position in NU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$490,231
-$106,741 QoQ
Shares Held
36,694
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 171 holders
Holding Since
Dec 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 Jun 30, 2026Larry Mathis Financial Planning, LLC holds $3,506,294 across 10 Banks - Regional names. NU ranks #1 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
36,694 | $490,231 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,915 | $471,511 | |
| 3 | USB |
US Bancorp \De\
|
7,535 | $455,114 | |
| 4 | TFC |
Truist Financial Corp
|
6,969 | $347,195 | |
| 5 | LYG |
Lloyds Banking Group plc
|
58,725 | $342,366 | |
| 6 | FITB |
Fifth Third Bancorp
|
5,569 | $313,924 | |
| 7 | NWG |
NatWest Group plc
|
17,224 | $303,659 | |
| 8 | MTB |
M&T Bank Corp
|
1,180 | $280,851 |
All Filings in NU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,231 | 36,694 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $596,972 | 41,543 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $721,494 | 43,100 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||