Position in NU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,480,750
-$570,878 QoQ
Shares Held
709,637
+1.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#237
of 846 holders
Holding Since
Dec 2025
3 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, 202671 West Capital Partners holds $17,750,021 across 15 Banks - Regional names. NU ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
709,637 | $9,480,750 | |
| 2 | INDB |
Independent Bank Corp
|
24,953 | $2,089,065 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,326 | $1,065,147 | |
| 4 | USB |
US Bancorp De
|
16,658 | $1,006,143 | |
| 5 | TFC |
Truist Financial Corp
|
13,702 | $682,633 | |
| 6 | WBS |
Webster Financial Corp
|
8,407 | $642,462 | |
| 7 | FITB |
Fifth Third Bancorp
|
11,283 | $636,022 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,191 | $433,803 |
All Filings in NU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,480,750 | 709,637 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $10,051,628 | 699,487 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,691,553 | 638,683 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||