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Armstrong Advisory Group’s Nu Holdings NU Stock Holding History

Armstrong Advisory Group’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
Q3 		$25.3K Hold
2,000
– – ﹤0.01% 542
2026
Q2 		$26.7K Hold
2,000
– – ﹤0.01% 537
2026
Q1 		$28.7K Hold
2,000
– – ﹤0.01% 496
2025
Q4 		$33.5K Hold
2,000
– – ﹤0.01% 473
2025
Q3 		$32K Hold
2,000
– – ﹤0.01% 479
2025
Q2 		$27.4K Buy
+2,000
New +$23.9K ﹤0.01% 489

Other funds holding NU

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Armstrong Advisory Group's NU Position: Q3 2026 in Review

Armstrong Advisory Group held its Nu Holdings (NU) position steady in Q3 2026 at 2,000 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Armstrong Advisory Group first reported a position in NU in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.5K in Q4 2025. 21 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Armstrong Advisory Group held 2,000 shares of Nu Holdings worth $25.3K as of Q3 2026.
  • Armstrong Advisory Group left its Nu Holdings share count unchanged in Q3 2026.
  • Nu Holdings made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #542 holding.
  • Armstrong Advisory Group first reported a position in Nu Holdings in Q2 2025 and has held it in 6 quarters since.
  • Armstrong Advisory Group's Nu Holdings position peaked at $33.5K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.