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BHK Investment Advisors’s Nu Holdings NU Stock Holding History

BHK Investment Advisors’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 		$401K Hold
30,000
– – 0.12% 62
2026
Q1 		$431K Hold
30,000
– – 0.14% 60
2025
Q4 		$502K Buy
+30,000
New +$482K 0.17% 52

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 $3.38T AUM 44.17% 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

BHK Investment Advisors's NU Position: Q2 2026 in Review

BHK Investment Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 30,000 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #62.

BHK Investment Advisors first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $502K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • BHK Investment Advisors held 30,000 shares of Nu Holdings worth $401K as of Q2 2026.
  • BHK Investment Advisors left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.12% of BHK Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • BHK Investment Advisors first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • BHK Investment Advisors's Nu Holdings position peaked at $502K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.