Position in NU
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$11,536,907
-$1,742,449 QoQ
Shares Held
863,541
+8.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#218
of 847 holders
Holding Since
Dec 2023
9 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, 2026Liontrust Investment Partners LLP holds $237,711,743 across 5 Banks - Regional names. NU ranks #3 (4.9% of the industry book) .
All Filings in NU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,536,907 | 863,541 | Shares | Sole | 2026-08-18 | |
| 2025-12-31 | $13,279,356 | 793,271 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,741,571 | 483,546 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $4,489,677 | 327,236 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,740,480 | 168,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,160,250 | 85,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,095,650 | 85,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,097,560 | 92,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $624,750 | 75,000 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||