Position in NU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$30,814,105
-$6,256,442 QoQ
Shares Held
2,306,445
-10.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#147
of 847 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $31,776,042 across 4 Banks - Regional names. NU ranks #1 (97.0% of the industry book) .
All Filings in NU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,814,105 | 2,306,445 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $37,070,547 | 2,579,718 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $43,334,687 | 2,588,691 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $40,934,672 | 2,556,819 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $35,640,663 | 2,597,716 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,419,509 | 2,482,374 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,252,159 | 2,340,942 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $31,252,453 | 2,289,557 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $30,891,078 | 2,396,515 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $25,351,655 | 2,125,034 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $16,501,088 | 1,980,923 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,766,163 | 1,484,988 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,897,068 | 1,381,124 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $595,000 | 125,000 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||