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Allworth Financial’s Nu Holdings NU Stock Holding History

Allworth Financial’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
2026
Q2 		$87.3K Sell
6,532
-2,740
-30% -$36.9K ﹤0.01% 2046
2026
Q1 		$133K Buy
9,272
+2,641
+40% +$42.8K ﹤0.01% 1647
2025
Q4 		$111K Buy
6,631
+3,143
+90% +$50.5K ﹤0.01% 1686
2025
Q3 		$55.8K Buy
3,488
+926
+36% +$12.9K ﹤0.01% 2032
2025
Q2 		$35.2K Buy
2,562
+1,601
+167% +$19.2K ﹤0.01% 2162
2025
Q1 		$11.3K Buy
961
+276
+40% +$3.26K ﹤0.01% 2371
2024
Q4 		$8.21K Buy
685
+514
+301% +$6.84K ﹤0.01% 2529
2024
Q3 		$2.33K Buy
+171
New +$2.3K ﹤0.01% 2903
2024
Q1 		– Sell
-712
Closed -$5.93K – 3660
2023
Q4 		$5.93K Buy
+712
New +$5.75K ﹤0.01% 2202

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allworth Financial's NU Position: Q2 2026 in Review

Allworth Financial reduced its Nu Holdings (NU) stake by 30% in Q2 2026, selling an estimated $36.9K and leaving 6,532 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Allworth Financial first reported a position in NU in Q4 2023 and has held it in 9 quarters since. The position peaked at $133K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Allworth Financial held 6,532 shares of Nu Holdings worth $87.3K as of Q2 2026.
  • Allworth Financial sold 2,740 Nu Holdings shares in Q2 2026, an estimated $36.9K.
  • Nu Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2046 holding.
  • Allworth Financial first reported a position in Nu Holdings in Q4 2023 and has held it in 9 quarters since.
  • Allworth Financial's Nu Holdings position peaked at $133K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.