Position in NU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$386,865
-$55,486 QoQ
Shares Held
28,957
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#117
of 225 holders
Holding Since
Sep 2025
4 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, 2026Mason & Associates Inc holds $2,127,842 across 3 Banks - Regional names. NU ranks #2 (18.2% of the industry book) .
All Filings in NU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,865 | 28,957 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $442,351 | 30,783 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $501,781 | 29,975 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $484,590 | 30,268 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||