Position in NU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$684,152
-$130,612 QoQ
Shares Held
51,209
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#498
of 846 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Derivatives in NU
reported options exposure · as of Jun 30, 2026CallValue
$26,720
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Tradition Wealth Management, LLC holds $14,407,162 across 5 Banks - Regional names. NU ranks #4 (4.7% of the industry book) .
All Filings in NU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,152 | 51,209 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $26,720 | 2,000 | Call | Sole | 2026-08-11 | |
| 2026-03-31 | $14,370 | 1,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $814,764 | 56,699 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $900,511 | 53,794 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $534,253 | 33,370 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $406,180 | 29,605 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $276,920 | 27,043 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $157,782 | 15,230 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||