Brown, Lisle/Cummings’s Nu Holdings NU Stock Holding History

Brown, Lisle/Cummings’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	$2.52K	Buy	+175	New	+$2.84K	﹤0.01%	777

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brown, Lisle/Cummings's NU Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Nu Holdings (NU) in Q1 2026: 175 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings.

903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Brown, Lisle/Cummings held 175 shares of Nu Holdings worth $2.52K as of Q1 2026.
Nu Holdings was a new Brown, Lisle/Cummings position in Q1 2026.
Nu Holdings made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #777 holding.
903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.