Position in NU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$449,630
-$33,992 QoQ
Shares Held
33,655
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#552
of 847 holders
Holding Since
Dec 2024
7 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, 2026MMBG INVESTMENT ADVISORS CO. holds $1,590,124 across 3 Banks - Regional names. NU ranks #2 (28.3% of the industry book) .
All Filings in NU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,630 | 33,655 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $483,622 | 33,655 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $691,479 | 41,307 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $602,088 | 37,607 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $778,129 | 56,715 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $414,873 | 40,515 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $419,735 | 40,515 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||