Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,784,704
-$36,931 QoQ
Shares Held
208,436
+6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#351
of 846 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JT Stratford LLC holds $5,743,611 across 5 Banks - Regional names. NU ranks #1 (48.5% of the industry book) .
All Filings in NU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,784,704 | 208,436 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,821,635 | 196,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,279,349 | 195,899 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,035,207 | 189,582 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,483,388 | 181,005 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,061,660 | 201,334 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,839,376 | 177,546 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,395,042 | 175,461 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,217,157 | 172,006 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,960,993 | 164,375 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $635,579 | 76,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $551,928 | 76,128 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $643,177 | 81,518 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $593,034 | 124,587 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $64,891 | 14,748 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||