Position in NU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$361,240
-$22,927 QoQ
Shares Held
27,039
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#581
of 854 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026First Western Trust Bank holds $3,533,669 across 3 Banks - Regional names. NU ranks #2 (10.2% of the industry book) .
All Filings in NU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,240 | 27,039 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||