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Cornerstone Financial Management’s Nu Holdings NU Stock Holding History

Cornerstone Financial 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 		$1.26K Sell
94
-197
-68% -$2.65K ﹤0.01% 1004
2026
Q1 		$4.18K Buy
291
+160
+122% +$2.59K ﹤0.01% 533
2025
Q4 		$2.19K Buy
+131
New +$2.1K ﹤0.01% 651

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's NU Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Nu Holdings (NU) stake by 68% in Q2 2026, selling an estimated $2.65K and leaving 94 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Cornerstone Financial Management first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.18K in Q1 2026. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cornerstone Financial Management held 94 shares of Nu Holdings worth $1.26K as of Q2 2026.
  • Cornerstone Financial Management sold 197 Nu Holdings shares in Q2 2026, an estimated $2.65K.
  • Nu Holdings made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1004 holding.
  • Cornerstone Financial Management first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Nu Holdings position peaked at $4.18K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.