Position in NU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$855,240
-$84,716 QoQ
Shares Held
64,015
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#477
of 847 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $7,540,988 across 6 Banks - Regional names. NU ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,963 | $2,206,868 | |
| 2 | CVBF |
Cvb Financial Corp
|
89,158 | $2,010,512 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
25,489 | $1,786,013 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
64,015 | $855,240 | |
| 5 | UBSI |
United Bankshares Inc/Wv
|
9,434 | $432,360 | |
| 6 | RF |
Regions Financial Corp
|
8,278 | $249,995 |
All Filings in NU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,240 | 64,015 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $939,956 | 65,411 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,073,636 | 64,136 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $992,235 | 61,976 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $847,649 | 61,782 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $914,861 | 89,342 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $122,848 | 11,858 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||