Position in NU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,397,077
-$203,447 QoQ
Shares Held
179,422
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#37
of 154 holders
Holding Since
Mar 2024
10 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, 2026EQUITABLE TRUST CO holds $26,094,171 across 24 Banks - Regional names. NU ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
92,507 | $4,608,698 | |
| 2 | IBN |
Icici Bank Ltd
|
87,869 | $2,550,836 | |
| 3 | NU |
Nu Holdings Ltd.
This page
|
179,422 | $2,397,077 | |
| 4 | LYG |
Lloyds Banking Group plc
|
379,030 | $2,209,744 | |
| 5 | RF |
Regions Financial Corp
|
64,167 | $1,937,843 | |
| 6 | ONB |
Old National Bancorp /In/
|
56,559 | $1,464,878 | |
| 7 | USB |
US Bancorp De
|
23,988 | $1,448,874 | |
| 8 | KEY |
Keycorp /New/
|
62,622 | $1,443,436 |
All Filings in NU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,397,077 | 179,422 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,600,524 | 180,969 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,988,172 | 178,505 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,874,434 | 179,540 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,506,053 | 182,657 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,848,954 | 180,562 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,932,512 | 186,536 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,107,489 | 227,655 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,973,001 | 230,644 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,754,768 | 230,911 | Shares | Defined | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||