Fortis Capital Management LLC

Position in NU — Nu Holdings Ltd.

CIK 1802167 BELLEVUE, WA

Position in NU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$211,234

-$173,450 QoQ

Shares Held

15,811

-40.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#648

of 853 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortis Capital Management LLC holds $1,879,568 across 4 Banks - Regional names. NU ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HFWA	Heritage Financial Corp /Wa/	35,807	$1,060,603
2	SFNC	Simmons First National Corp	17,862	$404,574
3	NU	Nu Holdings Ltd. This page	15,811	$211,234
4	FITB	Fifth Third Bancorp	3,604	$203,157

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,234	15,811	-40.9%	Shares	Sole	2026-08-13
2026-03-31	$384,684	26,770	-5.9%	Shares	Sole	2026-05-12
2025-12-31	$476,102	28,441	+65.4%	Shares	Sole	2026-02-13
2025-09-30	$275,355	17,199	+12.0%	Shares	Sole	2025-11-10
2025-06-30	$210,629	15,352	+33.6%	Shares	Sole	2025-08-12
2025-03-31	$117,678	11,492	-13.3%	Shares	Sole	2025-05-09
2024-12-31	$137,249	13,248	+1.5%	Shares	Sole	2025-02-11
2024-09-30	$178,146	13,051	-24.7%	Shares	Sole	2024-11-06
2024-06-30	$223,383	17,330	+6.6%	Shares	Sole	2024-07-23
2024-03-31	$193,957	16,258	-10.6%	Shares	Sole	2024-04-30
2023-12-31	$151,556	18,194	+8.5%	Shares	Sole	2024-02-12
2023-09-30	$121,589	16,771	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.