Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$144,552,394
-$16,887,356 QoQ
Shares Held
10,819,790
-3.7% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#51
of 855 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $589,894,661 across 67 Banks - Regional names. NU ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
10,819,790 | $144,552,394 | |
| 2 | BPOP |
Popular, Inc.
|
806,838 | $132,466,662 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
269,564 | $41,653,029 | |
| 4 | BKU |
BankUnited, Inc.
|
635,888 | $30,808,773 | |
| 5 | FBP |
First Bancorp /Pr/
|
1,170,379 | $30,511,780 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
263,636 | $27,223,053 | |
| 7 | WAL |
Western Alliance Bancorporation
|
283,685 | $23,318,907 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
284,068 | $19,654,664 |
All Filings in NU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,552,394 | 10,819,790 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $161,439,750 | 11,234,499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $194,746,698 | 11,633,614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $166,183,191 | 10,379,962 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $45,765,996 | 3,335,714 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,634,682 | 550,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $109,690,364 | 10,587,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $127,443,429 | 9,336,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $91,100,771 | 7,067,554 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,204,217 | 1,442,097 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||