Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,355,652
-$32,877 QoQ
Shares Held
101,471
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#419
of 846 holders
Holding Since
Dec 2024
7 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, 2026Empire Financial Management Company, LLC holds $1,580,762 across 2 Banks - Regional names. NU ranks #1 (85.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
101,471 | $1,355,652 | |
| 2 | USB |
US Bancorp De
|
3,727 | $225,110 |
All Filings in NU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,355,652 | 101,471 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,388,529 | 96,627 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,524,076 | 91,044 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,441,492 | 90,037 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,182,897 | 86,217 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $837,376 | 81,775 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $607,158 | 58,606 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||