CoreCap Advisors’s Nu Holdings NU Stock Holding History

CoreCap 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 Q3	$899	Sell	71 -13	-15%	-$184	﹤0.01%	2685
2026 Q2	$1.12K	Buy	84 +46	+121%	+$620	﹤0.01%	2669
2026 Q1	$546	Buy	38 +18	+90%	+$292	﹤0.01%	2639
2025 Q4	$335	Hold	20	–	–	﹤0.01%	2755
2025 Q3	$320	Hold	20	–	–	﹤0.01%	2617
2025 Q2	$274	Sell	20 -84	-81%	-$1.01K	﹤0.01%	2586
2025 Q1	$1.06K	Buy	104 +29	+39%	+$343	﹤0.01%	2514
2024 Q4	$777	Sell	75 -405	-84%	-$5.39K	﹤0.01%	2419
2024 Q3	$6.55K	Buy	+480	New	+$6.46K	﹤0.01%	1910

Other funds holding NU

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

CoreCap Advisors's NU Position: Q3 2026 in Review

CoreCap Advisors reduced its Nu Holdings (NU) stake by 15% in Q3 2026, selling an estimated $184 and leaving 71 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

CoreCap Advisors first reported a position in NU in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.55K in Q3 2024. 138 funds tracked by Wall St. Rank hold NU as of Q3 2026.

CoreCap Advisors held 71 shares of Nu Holdings worth $899 as of Q3 2026.
CoreCap Advisors sold 13 Nu Holdings shares in Q3 2026, an estimated $184.
Nu Holdings made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2685 holding.
CoreCap Advisors first reported a position in Nu Holdings in Q3 2024 and has held it in 9 quarters since.
CoreCap Advisors's Nu Holdings position peaked at $6.55K in Q3 2024.
138 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.