Position in NU
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$285,703
New position
Shares Held
21,385
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#603
of 847 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, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $105,841,133 across 4 Banks - Regional names. NU ranks #4 (0.3% of the industry book) .
All Filings in NU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,703 | 21,385 | Shares | Sole | 2026-07-01 | |
| No filing history on record for this holder in this stock. | ||||||