Position in NU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$165,116
-$522,881 QoQ
Shares Held
12,359
-69.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#681
of 847 holders
Holding Since
Mar 2025
5 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, 2026Clear Harbor Asset Management, LLC holds $2,281,227 across 6 Banks - Regional names. NU ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
12,982 | $909,648 | |
| 2 | FITB |
Fifth Third Bancorp
|
8,584 | $483,880 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,471 | $362,189 | |
| 4 | CASH |
Pathward Financial, Inc.
|
2,915 | $253,779 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
12,359 | $165,116 | |
| 6 | AVAL |
Grupo Aval Acciones Y Valores S.A.
|
21,196 | $106,615 |
All Filings in NU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,116 | 12,359 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $687,997 | 41,099 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $803,381 | 50,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $688,853 | 50,208 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $468,152 | 45,718 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||