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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
Q2 		$1K Hold
75
– – ﹤0.01% 754
2026
Q1 		$1.08K Buy
+75
New +$1.22K ﹤0.01% 679

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

Colonial Trust Advisors's NU Position: Q2 2026 in Review

Colonial Trust Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 75 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Colonial Trust Advisors first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08K in Q1 2026. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Colonial Trust Advisors held 75 shares of Nu Holdings worth $1K as of Q2 2026.
  • Colonial Trust Advisors left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #754 holding.
  • Colonial Trust Advisors first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • Colonial Trust Advisors's Nu Holdings position peaked at $1.08K in Q1 2026.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.