CFGS
NU icon

Concourse Financial Group Securities’s Nu Holdings NU Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-13,470
Closed -$162K – 1388
2024
Q4 		$162K Buy
+13,470
New +$179K 0.01% 799
2022
Q2 		– Sell
-37
Closed -$188 – 2279
2022
Q1 		$0 Sell
37
-16,312
-100% -$131K ﹤0.01% 2350
2021
Q4 		$163K Buy
+16,349
New +$161K 0.01% 803

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Concourse Financial Group Securities's NU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 13,470 shares — an estimated $162K sold.

Concourse Financial Group Securities first reported a position in NU in Q4 2021 and held it in 3 quarters. The position peaked at $163K in Q4 2021. 734 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 13,470 Nu Holdings shares in Q1 2025, an estimated $162K.
  • Concourse Financial Group Securities first reported a position in Nu Holdings in Q4 2021 and held it in 3 quarters.
  • Concourse Financial Group Securities's Nu Holdings position peaked at $163K in Q4 2021.
  • 734 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.