Commonwealth Equity Services
NU icon

Commonwealth Equity Services’s Nu Holdings NU Stock Holding History

Commonwealth Equity Services’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 		$4.54M Sell
339,505
-22,818
-6% -$308K 0.01% 1477
2026
Q1 		$5.21M Buy
362,323
+6,245
+2% +$101K 0.01% 1294
2025
Q4 		$5.96M Sell
356,078
-71,881
-17% -$1.16M 0.01% 1192
2025
Q3 		$6.85M Buy
427,959
+27,810
+7% +$388K 0.01% 1130
2025
Q2 		$5.49M Buy
400,149
+17,420
+5% +$209K 0.01% 1261
2025
Q1 		$3.92M Buy
382,729
+241,131
+170% +$2.85M 0.01% 1436
2024
Q4 		$1.47M Sell
141,598
-10,834
-7% -$144K ﹤0.01% 2102
2024
Q3 		$2.08M Sell
152,432
-19,611
-11% -$264K ﹤0.01% 1777
2024
Q2 		$2.22M Buy
172,043
+17,740
+11% +$207K ﹤0.01% 1720
2024
Q1 		$1.84M Buy
154,303
+68,943
+81% +$704K ﹤0.01% 1840
2023
Q4 		$711K Sell
85,360
-33,746
-28% -$273K ﹤0.01% 2419
2023
Q3 		$864K Buy
119,106
+23,100
+24% +$173K ﹤0.01% 2186
2023
Q2 		$757K Sell
96,006
-33,705
-26% -$207K ﹤0.01% 2305
2023
Q1 		$617 Buy
129,711
+36,555
+39% +$163K ﹤0.01% 2374
2022
Q4 		$379K Buy
93,156
+5,350
+6% +$23.2K ﹤0.01% 2696
2022
Q3 		$386K Buy
87,806
+32,465
+59% +$149K ﹤0.01% 2616
2022
Q2 		$206K Buy
55,341
+9,342
+20% +$47.4K ﹤0.01% 3170
2022
Q1 		$355K Buy
45,999
+18,789
+69% +$151K ﹤0.01% 2823
2021
Q4 		$255K Buy
+27,210
New +$267K ﹤0.01% 3107

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services's NU Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Nu Holdings (NU) stake by 6.3% in Q2 2026, selling an estimated $308K and leaving 339,505 shares worth $4.54M. The position accounts for 0.01% of the portfolio, ranked #1477.

Commonwealth Equity Services first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.85M in Q3 2025. 226 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Commonwealth Equity Services held 339,505 shares of Nu Holdings worth $4.54M as of Q2 2026.
  • Commonwealth Equity Services sold 22,818 Nu Holdings shares in Q2 2026, an estimated $308K.
  • Nu Holdings made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1477 holding.
  • Commonwealth Equity Services first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Commonwealth Equity Services's Nu Holdings position peaked at $6.85M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.