Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,440
-$4,040 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#722
of 846 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NFSG Corp holds $2,024,966 across 15 Banks - Regional names. NU ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
4,849 | $796,108 | |
| 2 | VLY |
Valley National Bancorp
|
49,899 | $731,020 | |
| 3 | USB |
US Bancorp De
|
1,990 | $120,196 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
36 | $74,908 | |
| 5 | HOMB |
Home Bancshares Inc
|
2,232 | $63,723 | |
| 6 | NU |
Nu Holdings Ltd.
This page
|
4,000 | $53,440 | |
| 7 | TFC |
Truist Financial Corp
|
815 | $40,603 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
571 | $40,009 |
All Filings in NU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,440 | 4,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,480 | 4,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $66,960 | 4,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $128,080 | 8,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $109,760 | 8,000 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $81,920 | 8,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $82,880 | 8,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $110,565 | 8,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $104,409 | 8,100 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $96,633 | 8,100 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $66,640 | 8,000 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $58,000 | 8,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $63,120 | 8,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $38,080 | 8,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,210 | 3,000 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $13,200 | 3,000 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $11,220 | 3,000 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||