Confluence Investment Management’s Nu Holdings NU Stock Holding History

Confluence Investment Management’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	$286K	Buy	+21,385	New	+$288K	﹤0.01%	267

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Confluence Investment Management's NU Position: Q2 2026 in Review

Confluence Investment Management opened a new position in Nu Holdings (NU) in Q2 2026: 21,385 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings.

859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Confluence Investment Management held 21,385 shares of Nu Holdings worth $286K as of Q2 2026.
Nu Holdings was a new Confluence Investment Management position in Q2 2026.
Nu Holdings made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #267 holding.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.