Position in NU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$269,190
+$187,626 QoQ
Shares Held
20,149
+155.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#615
of 847 holders
Holding Since
Dec 2024
2 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, 2026Ethos Financial Group, LLC holds $5,940,576 across 6 Banks - Regional names. NU ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,834 | $2,667,547 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
88,551 | $1,570,009 | |
| 3 | BFST |
Business First Bancshares, Inc.
|
27,631 | $849,100 | |
| 4 | RRBI |
Red River Bancshares Inc
|
3,930 | $358,730 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
20,149 | $269,190 | |
| 6 | FIBK |
First Interstate Bancsystem Inc
|
5,861 | $226,000 |
All Filings in NU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,190 | 20,149 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $81,564 | 7,873 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||