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Custom Index Systems’s Nu Holdings NU Stock Holding History

Custom Index Systems’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 		$423K Hold
29,402
– – 0.18% 159
2025
Q4 		$492K Hold
29,402
– – 0.22% 132
2025
Q3 		$471K Hold
29,402
– – 0.14% 173
2025
Q2 		$403K Buy
29,402
+4,160
+16% +$49.8K 0.19% 164
2025
Q1 		$258K Buy
+25,242
New +$298K 0.13% 230

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

Custom Index Systems's NU Position: Q1 2026 in Review

Custom Index Systems held its Nu Holdings (NU) position steady in Q1 2026 at 29,402 shares worth $423K. The position accounts for 0.18% of the portfolio, ranked #159.

Custom Index Systems first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $492K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Custom Index Systems held 29,402 shares of Nu Holdings worth $423K as of Q1 2026.
  • Custom Index Systems left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.18% of Custom Index Systems's portfolio in Q1 2026, its #159 holding.
  • Custom Index Systems first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
  • Custom Index Systems's Nu Holdings position peaked at $492K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.