Position in NU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,700,720
+$573,808 QoQ
Shares Held
277,000
+27.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#326
of 846 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $18,377,367 across 3 Banks - Regional names. NU ranks #2 (20.1% of the industry book) .
All Filings in NU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,700,720 | 277,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,126,912 | 217,600 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,642,624 | 217,600 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,483,776 | 217,600 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,531,340 | 184,500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,889,280 | 184,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,807,820 | 174,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,751,295 | 128,300 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||