Position in NU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$152,023
-$11,148 QoQ
Shares Held
11,379
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#685
of 846 holders
Holding Since
Mar 2025
6 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, 2026Focus Financial Network, Inc. holds $4,285,535 across 5 Banks - Regional names. NU ranks #5 (3.5% of the industry book) .
All Filings in NU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,023 | 11,379 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $163,171 | 11,355 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $258,432 | 15,438 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $247,162 | 15,438 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $211,809 | 15,438 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $158,085 | 15,438 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||