Bleakley Financial Group’s Nu Holdings NU Stock Holding History

Bleakley 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	$512K	Buy	38,327 +385	+1%	+$5.19K	0.01%	786
2026 Q1	$545K	Sell	37,942 -505	-1%	-$8.19K	0.01%	617
2025 Q4	$644K	Buy	38,447 +4,644	+14%	+$74.6K	0.01%	549
2025 Q3	$541K	Sell	33,803 -1,097	-3%	-$15.3K	0.01%	498
2025 Q2	$479K	Buy	34,900 +12,691	+57%	+$152K	0.01%	494
2025 Q1	$227K	Buy	22,209 +7,065	+47%	+$83.5K	0.01%	497
2024 Q4	$157K	Sell	15,144 -2,913	-16%	-$38.7K	﹤0.01%	968
2024 Q3	$246K	Buy	18,057 +6,688	+59%	+$90K	0.01%	862
2024 Q2	$147K	Sell	11,369 -1,347	-11%	-$15.7K	﹤0.01%	926
2024 Q1	$152K	Buy	+12,716	New	+$130K	﹤0.01%	912

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

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

Bleakley Financial Group increased its Nu Holdings (NU) stake by 1% in Q2 2026, buying an estimated $5.19K and bringing the position to 38,327 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #786.

Bleakley Financial Group first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $644K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Bleakley Financial Group held 38,327 shares of Nu Holdings worth $512K as of Q2 2026.
Bleakley Financial Group bought 385 Nu Holdings shares in Q2 2026, an estimated $5.19K.
Nu Holdings made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #786 holding.
Bleakley Financial Group first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Bleakley Financial Group's Nu Holdings position peaked at $644K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.