Position in NU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$64,870,895
+$1,526,298 QoQ
Shares Held
4,855,606
+10.2% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#100
of 846 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Clearbridge Investments, LLC holds $1,418,391,971 across 20 Banks - Regional names. NU ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,940,468 | $477,782,030 | |
| 2 | FITB |
Fifth Third Bancorp
|
3,020,589 | $170,270,601 | |
| 3 | WTFC |
Wintrust Financial Corp
|
1,007,925 | $161,993,706 | |
| 4 | FHN |
First Horizon Corp
|
4,659,511 | $119,469,862 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,444,517 | $114,801,873 | |
| 6 | UMBF |
Umb Financial Corp
|
699,624 | $99,878,322 | |
| 7 | IBN |
Icici Bank Ltd
|
3,320,236 | $96,386,451 | |
| 8 | NU |
Nu Holdings Ltd.
This page
|
4,855,606 | $64,870,895 |
All Filings in NU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,870,895 | 4,855,606 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $63,344,597 | 4,408,114 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $54,935,356 | 3,281,682 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $940,113 | 91,808 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $951,783 | 91,871 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||