Position in LU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$196,267
-$72,420 QoQ
Shares Held
104,956
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $2,129,848,757 across 21 Credit Services names. LU ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,098,891 | $936,608,815 | |
| 2 | MA |
Mastercard Inc
|
1,467,749 | $733,375,464 | |
| 3 | COF |
Capital One Financial Corp
|
1,242,552 | $226,678,761 | |
| 4 | AXP |
American Express Co
|
362,978 | $109,793,584 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
444,393 | $33,280,590 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
137,228 | $25,798,864 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
447,622 | $20,510,040 | |
| 8 | OPRT |
Oportun Financial Corp
|
3,809,912 | $17,563,694 |
All Filings in LU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,267 | 104,956 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $268,687 | 104,956 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $426,121 | 104,956 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $382,070 | 136,943 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $311,719 | 104,956 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $250,844 | 104,956 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $367,339 | 105,255 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $249,940 | 105,460 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $441,981 | 104,735 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||