Position in NU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$288,869
-$20,229 QoQ
Shares Held
21,622
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#602
of 847 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FORTRESS PRIVATE LEDGER, LLC holds $2,698,066 across 6 Banks - Regional names. NU ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
130,781 | $762,453 | |
| 2 | USB |
US Bancorp De
|
10,725 | $647,790 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
|
58,965 | $481,744 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
21,622 | $288,869 | |
| 5 | FITB |
Fifth Third Bancorp
|
4,591 | $258,794 | |
| 6 | TFC |
Truist Financial Corp
|
5,187 | $258,416 |
All Filings in NU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,869 | 21,622 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $309,098 | 21,510 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||