Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,721,084
-$5,111,670 QoQ
Shares Held
3,529,651
+5.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BAMCO INC /NY/ holds $168,634,707 across 5 Banks - Regional names. NU ranks #2 (30.1% of the industry book) .
All Filings in NU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,721,084 | 3,529,651 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,832,754 | 3,335,290 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $27,837,771 | 1,738,774 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,597,771 | 1,428,409 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,319,416 | 1,203,068 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $32,641,148 | 3,150,690 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $50,640,899 | 3,709,956 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $68,354,703 | 5,302,925 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $89,414,264 | 7,494,909 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $60,934,533 | 7,315,070 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $31,103,478 | 4,290,135 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $789,000 | 100,000 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||