Baird Financial Group
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Baird Financial Group’s Nu Holdings NU Stock Holding History

Baird 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
Q2 		$266K Buy
19,893
+4,053
+26% +$54.6K ﹤0.01% 1772
2026
Q1 		$228K Buy
+15,840
New +$257K ﹤0.01% 1729
2025
Q1 		– Sell
-10,749
Closed -$111K – 1810
2024
Q4 		$111K Buy
+10,749
New +$143K ﹤0.01% 1715

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Baird Financial Group's NU Position: Q2 2026 in Review

Baird Financial Group increased its Nu Holdings (NU) stake by 26% in Q2 2026, buying an estimated $54.6K and bringing the position to 19,893 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Baird Financial Group first reported a position in NU in Q4 2024 and has held it in 3 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Baird Financial Group held 19,893 shares of Nu Holdings worth $266K as of Q2 2026.
  • Baird Financial Group bought 4,053 Nu Holdings shares in Q2 2026, an estimated $54.6K.
  • Nu Holdings made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1772 holding.
  • Baird Financial Group first reported a position in Nu Holdings in Q4 2024 and has held it in 3 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.