Position in NU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$410,499
-$28,619 QoQ
Shares Held
30,726
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#559
of 846 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FDx Advisors, Inc. holds $1,888,865 across 5 Banks - Regional names. NU ranks #2 (21.7% of the industry book) .
All Filings in NU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,499 | 30,726 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $439,118 | 30,558 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $473,287 | 29,562 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $449,961 | 32,796 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $349,286 | 34,110 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $355,285 | 34,294 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $554,394 | 40,615 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $540,645 | 41,943 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $546,549 | 45,813 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $103,841 | 12,466 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||