Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,508,996
-$5,916,447 QoQ
Shares Held
412,350
-48.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#290
of 846 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FRED ALGER MANAGEMENT, LLC holds $16,882,396 across 3 Banks - Regional names. NU ranks #2 (32.6% of the industry book) .
All Filings in NU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,508,996 | 412,350 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,425,443 | 795,090 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,475,800 | 805,006 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,593,290 | 911,511 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,260,051 | 1,185,135 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,795,361 | 468,297 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,319,514 | 899,567 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,106,747 | 667,161 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,484,385 | 425,476 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,264,768 | 441,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,421,147 | 890,894 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,328,481 | 872,894 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,671,687 | 718,845 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,320,100 | 697,500 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $492,470 | 121,000 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $590,940 | 63,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||