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CastleKnight Management’s Nu Holdings NU Stock Holding History

CastleKnight Management’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 		$1.23M Hold
85,600
– – 0.02% 334
2025
Q4 		$1.43M Hold
85,600
– – 0.03% 225
2025
Q3 		$1.37M Hold
85,600
– – 0.03% 277
2025
Q2 		$1.17M Hold
85,600
– – 0.03% 273
2025
Q1 		$877K Hold
85,600
– – 0.03% 227
2024
Q4 		$887K Hold
85,600
– – 0.03% 252
2024
Q3 		$1.17M Sell
85,600
-18,500
-18% -$249K 0.05% 203
2024
Q2 		$1.34M Buy
+104,100
New +$1.21M 0.07% 177

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CastleKnight Management's NU Position: Q1 2026 in Review

CastleKnight Management held its Nu Holdings (NU) position steady in Q1 2026 at 85,600 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #334.

CastleKnight Management first reported a position in NU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • CastleKnight Management held 85,600 shares of Nu Holdings worth $1.23M as of Q1 2026.
  • CastleKnight Management left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.02% of CastleKnight Management's portfolio in Q1 2026, its #334 holding.
  • CastleKnight Management first reported a position in Nu Holdings in Q2 2024 and has held it in 8 quarters since.
  • CastleKnight Management's Nu Holdings position peaked at $1.43M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on CastleKnight Management's 13F filing for Q1 2026, filed 15 May 2026.