CFFP
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Center for Financial Planning’s Nu Holdings NU Stock Holding History

Center for Financial Planning’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 		$60.9K Buy
4,555
+768
+20% +$10.4K 0.01% 295
2026
Q1 		$54.4K Hold
3,787
– – 0.01% 290
2025
Q4 		$63.4K Hold
3,787
– – 0.01% 272
2025
Q3 		$60.6K Hold
3,787
– – 0.01% 279
2025
Q2 		$52K Buy
+3,787
New +$45.3K 0.01% 293

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Center for Financial Planning's NU Position: Q2 2026 in Review

Center for Financial Planning increased its Nu Holdings (NU) stake by 20% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,555 shares worth $60.9K. The position accounts for 0.01% of the portfolio, ranked #295.

Center for Financial Planning first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.4K in Q4 2025. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Center for Financial Planning held 4,555 shares of Nu Holdings worth $60.9K as of Q2 2026.
  • Center for Financial Planning bought 768 Nu Holdings shares in Q2 2026, an estimated $10.4K.
  • Nu Holdings made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #295 holding.
  • Center for Financial Planning first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
  • Center for Financial Planning's Nu Holdings position peaked at $63.4K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.