Ameritas Advisory Services’s Nu Holdings NU Stock Holding History

Ameritas Advisory Services’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	$471K	Buy	35,242 +15,060	+75%	+$203K	0.01%	820
2026 Q1	$290K	Sell	20,182 -2,433	-11%	-$39.4K	0.01%	780
2025 Q4	$379K	Buy	22,615 +2,615	+13%	+$42K	0.01%	672
2025 Q3	$320K	Buy	20,000 +17,390	+666%	+$243K	0.02%	498
2025 Q2	$35.8K	Buy	+2,610	New	+$31.3K	﹤0.01%	1463

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Ameritas Advisory Services's NU Position: Q2 2026 in Review

Ameritas Advisory Services increased its Nu Holdings (NU) stake by 75% in Q2 2026, buying an estimated $203K and bringing the position to 35,242 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #820.

Ameritas Advisory Services first reported a position in NU in Q2 2025 and has held it in 5 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Ameritas Advisory Services held 35,242 shares of Nu Holdings worth $471K as of Q2 2026.
Ameritas Advisory Services bought 15,060 Nu Holdings shares in Q2 2026, an estimated $203K.
Nu Holdings made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #820 holding.
Ameritas Advisory Services first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.