Position in NU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$734,800
+$303,700 QoQ
Shares Held
55,000
+83.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#495
of 847 holders
Holding Since
Sep 2022
8 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, 2026QUATTRO FINANCIAL ADVISORS LLC holds $4,852,279 across 4 Banks - Regional names. NU ranks #3 (15.1% of the industry book) .
All Filings in NU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,800 | 55,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $431,100 | 30,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $502,200 | 30,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $480,300 | 30,000 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $204,800 | 20,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $259,000 | 25,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $341,250 | 25,000 | Shares | Sole | 2025-01-28 | |
| 2022-09-30 | $220,000 | 50,000 | Shares | Sole | 2022-10-25 | |
| No filing history on record for this holder in this stock. | ||||||