Position in NU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,229,598
+$49,041 QoQ
Shares Held
391,437
+8.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#297
of 853 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026X-Square Capital, LLC holds $11,670,861 across 5 Banks - Regional names. NU ranks #1 (44.8% of the industry book) .
All Filings in NU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,229,598 | 391,437 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,180,557 | 360,512 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||