Position in NU
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$336,672
+$7,599 QoQ
Shares Held
25,200
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#579
of 846 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Orion Capital Management LLC holds $1,119,012 across 7 Banks - Regional names. NU ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
25,200 | $336,672 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
4,475 | $313,563 | |
| 3 | USB |
US Bancorp De
|
5,000 | $302,000 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,092 | $110,160 | |
| 5 | BANC |
Banc Of California, Inc.
|
1,800 | $36,774 | |
| 6 | TFC |
Truist Financial Corp
|
397 | $19,778 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
1 | $65 |
All Filings in NU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,672 | 25,200 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $329,073 | 22,900 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $400,086 | 23,900 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $341,013 | 21,300 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $209,916 | 15,300 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $54,272 | 5,300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $49,728 | 4,800 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||