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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameritas Advisory Services's NU Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Nu Holdings (NU) stake by 11% in Q1 2026, selling an estimated $39.4K and leaving 20,182 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #780.

Ameritas Advisory Services first reported a position in NU in Q2 2025 and has held it in 4 quarters since. The position peaked at $379K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Ameritas Advisory Services held 20,182 shares of Nu Holdings worth $290K as of Q1 2026.
  • Ameritas Advisory Services sold 2,433 Nu Holdings shares in Q1 2026, an estimated $39.4K.
  • Nu Holdings made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #780 holding.
  • Ameritas Advisory Services first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
  • Ameritas Advisory Services's Nu Holdings position peaked at $379K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.