CAG
NU icon

Csenge Advisory Group’s Nu Holdings NU Stock Holding History

Csenge Advisory Group’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
Q1 		$205K Sell
14,234
-1,313
-8% -$21.3K 0.01% 708
2025
Q4 		$260K Buy
+15,547
New +$250K 0.01% 615

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Csenge Advisory Group's NU Position: Q1 2026 in Review

Csenge Advisory Group reduced its Nu Holdings (NU) stake by 8.4% in Q1 2026, selling an estimated $21.3K and leaving 14,234 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #708.

Csenge Advisory Group first reported a position in NU in Q4 2025 and has held it in 2 quarters since. The position peaked at $260K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Csenge Advisory Group held 14,234 shares of Nu Holdings worth $205K as of Q1 2026.
  • Csenge Advisory Group sold 1,313 Nu Holdings shares in Q1 2026, an estimated $21.3K.
  • Nu Holdings made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #708 holding.
  • Csenge Advisory Group first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • Csenge Advisory Group's Nu Holdings position peaked at $260K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.