Position in NU
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$902,608
-$266,128 QoQ
Shares Held
62,812
-10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CITIZENS FINANCIAL GROUP INC/RI holds $54,140,129 across 19 Banks - Regional names. NU ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
11,126 | $20,968,727 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
315,426 | $18,916,096 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
18,858 | $3,924,160 | |
| 4 | USB |
US Bancorp De
|
64,987 | $3,379,973 | |
| 5 | PFS |
Provident Financial Services Inc
|
61,461 | $1,300,514 | |
| 6 | NU |
Nu Holdings Ltd.
This page
|
62,812 | $902,608 | |
| 7 | MTB |
M&T Bank Corp
|
2,802 | $579,229 | |
| 8 | TFC |
Truist Financial Corp
|
12,057 | $554,260 |
All Filings in NU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,608 | 62,812 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,168,736 | 69,817 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,121,836 | 70,071 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $919,967 | 67,053 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $654,356 | 63,902 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $685,189 | 66,138 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $919,436 | 67,358 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $874,766 | 67,864 | Shares | Defined | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||