Colonial Trust Advisors’s Nu Holdings NU Stock Holding History

Colonial Trust Advisors’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	$1.08K	Buy	+75	New	+$1.22K	﹤0.01%	679

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Colonial Trust Advisors's NU Position: Q1 2026 in Review

Colonial Trust Advisors opened a new position in Nu Holdings (NU) in Q1 2026: 75 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

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

Colonial Trust Advisors held 75 shares of Nu Holdings worth $1.08K as of Q1 2026.
Nu Holdings was a new Colonial Trust Advisors position in Q1 2026.
Nu Holdings made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #679 holding.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.