Position in NU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$47,339,302
-$13,310,763 QoQ
Shares Held
3,543,361
-16.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#112
of 847 holders
Holding Since
Jun 2022
17 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, 2026Allen Investment Management, LLC holds $47,661,173 across 2 Banks - Regional names. NU ranks #1 (99.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
3,543,361 | $47,339,302 | |
| 2 | USB |
US Bancorp \De\
|
5,329 | $321,871 |
All Filings in NU
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,339,302 | 3,543,361 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $60,650,065 | 4,220,603 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $68,828,803 | 4,111,637 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $64,605,104 | 4,035,297 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $46,043,428 | 3,355,935 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $30,116,915 | 2,941,105 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $20,193,204 | 1,949,151 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $27,958,025 | 2,048,207 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $13,106,461 | 1,016,793 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $2,178,835 | 182,635 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $1,521,349 | 182,635 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,762,467 | 656,892 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,182,877 | 656,892 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $3,126,805 | 656,892 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,673,550 | 656,892 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,890,324 | 656,892 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $611,422 | 163,482 | Shares | Defined | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||