CPIG
NU icon

Chicago Partners Investment Group’s Nu Holdings NU Stock Holding History

Chicago Partners Investment 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 		$1.42K Buy
+100
New +$1.35K ﹤0.01% 1583

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 $3.37T AUM 44.26% 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

Chicago Partners Investment Group's NU Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Nu Holdings (NU) stake by 28% in Q2 2026, buying an estimated $38.5K and bringing the position to 13,161 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Chicago Partners Investment Group first reported a position in NU in Q1 2026 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Chicago Partners Investment Group held 13,161 shares of Nu Holdings worth $187K as of Q2 2026.
  • Chicago Partners Investment Group bought 2,860 Nu Holdings shares in Q2 2026, an estimated $38.5K.
  • Nu Holdings made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1438 holding.
  • Chicago Partners Investment Group first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.