Position in NU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$28,166,460
-$2,195,424 QoQ
Shares Held
2,108,268
-0.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#5
of 52 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 58.95028525785146.ToString("F0")%
Shared 0.ToString("F0")%
None 41.04971474214853.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $50,057,772 across 34 Banks - Regional names. NU ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
2,108,268 | $28,166,460 | |
| 2 | TFC |
Truist Financial Corp
|
151,238 | $7,534,677 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
21,577 | $5,312,688 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
218,027 | $3,865,618 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
31,910 | $1,303,204 | |
| 6 | SSB |
SouthState Bank Corp
|
11,447 | $1,143,555 | |
| 7 | FNB |
Fnb Corp/Pa/
|
34,486 | $657,992 | |
| 8 | USB |
US Bancorp De
|
7,460 | $450,584 |
All Filings in NU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,166,460 | 2,108,268 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $30,361,884 | 2,112,866 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $34,936,580 | 2,087,012 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $34,252,626 | 2,139,452 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $31,312,277 | 2,282,236 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $23,359,621 | 2,281,213 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $22,440,930 | 2,166,113 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $31,842,133 | 2,332,757 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $30,045,636 | 2,330,926 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $27,485,884 | 2,303,930 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $17,932,407 | 2,152,750 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $13,805,848 | 1,904,255 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $12,001,873 | 1,521,150 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,034,490 | 1,267,750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,294,622 | 1,300,890 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,866,884 | 1,106,110 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,526,350 | 408,115 | Shares | Sole | 2022-08-17 | |
| No filing history on record for this holder in this stock. | ||||||