Position in NU
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,175,268
+$146,355 QoQ
Shares Held
360,144
+19.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 99.9666799946688.ToString("F0")%
Shared 0.03332000533120085.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Moran Wealth Management, LLC holds $18,659,793 across 3 Banks - Regional names. NU ranks #2 (27.7% of the industry book) .
All Filings in NU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,175,268 | 360,144 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,028,913 | 300,413 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,455,326 | 278,284 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,360,727 | 244,951 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,129,003 | 793,848 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,653,211 | 738,727 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $213,745 | 15,659 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $199,266 | 15,459 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $143,207 | 12,004 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $96,444 | 11,578 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $95,663 | 13,195 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||