Position in NU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$384,167
-$63,360 QoQ
Shares Held
26,734
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026First Western Trust Bank holds $2,798,684 across 2 Banks - Regional names. NU ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MYFW |
First Western Financial Inc
|
98,231 | $2,414,517 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
26,734 | $384,167 |
All Filings in NU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,167 | 26,734 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $447,527 | 26,734 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $366,068 | 22,865 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $313,707 | 22,865 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $234,137 | 22,865 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $237,285 | 22,904 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $240,621 | 17,628 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $226,722 | 17,589 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $209,836 | 17,589 | Shares | Other | 2024-05-16 | |
| 2023-12-31 | $91,571 | 10,993 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $79,699 | 10,993 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||