Ascent Group
NU icon

Ascent Group’s Nu Holdings NU Stock Holding History

Ascent 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 		$197K Buy
+15,584
New +$221K 0.01% 780
2025
Q3 		– Sell
-10,787
Closed -$148K – 769
2025
Q2 		$148K Sell
10,787
-1,130
-9% -$13.5K 0.01% 704
2025
Q1 		$122K Buy
+11,917
New +$141K 0.01% 684

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ascent Group's NU Position: Q3 2026 in Review

Ascent Group opened a new position in Nu Holdings (NU) in Q3 2026: 15,584 shares worth $197K. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Ascent Group previously reported a position in NU as recently as Q2 2025.

Ascent Group first reported a position in NU in Q1 2025 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Ascent Group held 15,584 shares of Nu Holdings worth $197K as of Q3 2026.
  • Nu Holdings was a new Ascent Group position in Q3 2026.
  • Nu Holdings made up 0.01% of Ascent Group's portfolio in Q3 2026, its #780 holding.
  • Ascent Group first reported a position in Nu Holdings in Q1 2025 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.