AGF Management’s Nu Holdings NU Stock Holding History

AGF Management’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,587	Closed	-$139K	–	706
2025 Q1	$139K	Buy	13,587 +136	+1%	+$1.61K	﹤0.01%	655
2024 Q4	$139K	Buy	+13,451	New	+$179K	﹤0.01%	683

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

AGF Management's NU Position: Q2 2025 in Review

AGF Management sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 13,587 shares — an estimated $139K sold.

AGF Management first reported a position in NU in Q4 2024 and held it in 2 quarters. The position peaked at $139K in Q4 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

AGF Management reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
AGF Management sold 13,587 Nu Holdings shares in Q2 2025, an estimated $139K.
AGF Management first reported a position in Nu Holdings in Q4 2024 and held it in 2 quarters.
AGF Management's Nu Holdings position peaked at $139K in Q4 2024.
782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on AGF Management's 13F filing for Q2 2025, filed 6 Aug 2025.