EAGLE ROCK INVESTMENT COMPANY, LLC

Position in NU — Nu Holdings Ltd.

CIK 1911407 ATLANTA, GA

Position in NU

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$216,458

-$6,219 QoQ

Shares Held

16,202

+4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#638

of 846 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $1,653,092 across 4 Banks - Regional names. NU ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	10,787	$651,534
2	LYG	Lloyds Banking Group plc	93,759	$546,614
3	MTB	M&T Bank Corp	1,002	$238,486
4	NU	Nu Holdings Ltd. This page	16,202	$216,458

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,458	16,202	+4.6%	Shares	Sole	2026-07-09
2026-03-31	$222,677	15,496	+4.9%	Shares	Sole	2026-04-09
2025-12-31	$247,233	14,769	+8.7%	Shares	Sole	2026-01-14
2025-09-30	$217,479	13,584	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$185,768	13,540	+33.5%	Shares	Sole	2025-07-23
2025-03-31	$103,874	10,144	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.