Atomi Financial Group’s Nu Holdings NU Stock Holding History

Atomi Financial 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 Q1	$751K	Sell	52,252 -14,989	-22%	-$243K	0.02%	541
2025 Q4	$1.13M	Buy	67,241 +11,272	+20%	+$181K	0.03%	372
2025 Q3	$896K	Buy	55,969 +2,381	+4%	+$33.2K	0.03%	418
2025 Q2	$735K	Buy	53,588 +16,053	+43%	+$192K	0.03%	442
2025 Q1	$384K	Sell	37,535 -274	-0.7%	-$3.24K	0.02%	654
2024 Q4	$392K	Sell	37,809 -4,989	-12%	-$66.4K	0.02%	587
2024 Q3	$584K	Buy	42,798 +2,596	+6%	+$34.9K	0.04%	397
2024 Q2	$518K	Sell	40,202 -39,272	-49%	-$457K	0.04%	387
2024 Q1	$948K	Buy	79,474 +3,858	+5%	+$39.4K	0.09%	189
2023 Q4	$630K	Buy	+75,616	New	+$611K	0.09%	215

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atomi Financial Group's NU Position: Q1 2026 in Review

Atomi Financial Group reduced its Nu Holdings (NU) stake by 22% in Q1 2026, selling an estimated $243K and leaving 52,252 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #541.

Atomi Financial Group first reported a position in NU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Atomi Financial Group held 52,252 shares of Nu Holdings worth $751K as of Q1 2026.
Atomi Financial Group sold 14,989 Nu Holdings shares in Q1 2026, an estimated $243K.
Nu Holdings made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #541 holding.
Atomi Financial Group first reported a position in Nu Holdings in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's Nu Holdings position peaked at $1.13M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.