Westmount Partners, LLC

Position in NU — Nu Holdings Ltd.

CIK 2051491 LOS ANGELES, CA

Position in NU

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$298,609

-$22,574 QoQ

Shares Held

22,351

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#122

of 225 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $3,959,397 across 4 Banks - Regional names. NU ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMRC	Bank of Marin Bancorp	115,484	$3,198,906
2	PNC	Pnc Financial Services Group, Inc.	1,486	$365,882
3	NU	Nu Holdings Ltd. This page	22,351	$298,609
4	PNBK	Patriot National Bancorp Inc	100,000	$96,000

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,609	22,351	0.0%	Shares	Sole	2026-07-07
2026-03-31	$321,183	22,351	0.0%	Shares	Sole	2026-04-16
2025-12-31	$374,155	22,351	-24.0%	Shares	Sole	2026-01-15
2025-09-30	$470,934	29,415	—	Shares	Sole	2025-10-14
No filing history on record for this holder in this stock.