Position in NU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,195
New position
Shares Held
838
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#759
of 846 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $3,692,025 across 9 Banks - Regional names. NU ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFIN |
Triumph Financial, Inc.
|
41,557 | $3,171,214 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
3,023 | $467,113 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
137 | $33,732 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
838 | $11,195 | |
| 5 | FHN |
First Horizon Corp
|
234 | $5,999 | |
| 6 | TFC |
Truist Financial Corp
|
44 | $2,192 | |
| 7 | FITB |
Fifth Third Bancorp
|
9 | $507 | |
| 8 | LYG |
Lloyds Banking Group plc
|
7 | $40 |
All Filings in NU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,195 | 838 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||