CI
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CX Institutional’s Nu Holdings NU Stock Holding History

CX Institutional’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 		$10K Buy
767
+503
+191% +$7.13K ﹤0.01% 1356
2026
Q2 		$4K Sell
264
-40
-13% -$539 ﹤0.01% 1394
2026
Q1 		$4K Buy
+304
New +$4.93K ﹤0.01% 1381

Other funds holding NU

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional's NU Position: Q3 2026 in Review

CX Institutional increased its Nu Holdings (NU) stake by 191% in Q3 2026, buying an estimated $7.13K and bringing the position to 767 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

CX Institutional first reported a position in NU in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • CX Institutional held 767 shares of Nu Holdings worth $10K as of Q3 2026.
  • CX Institutional bought 503 Nu Holdings shares in Q3 2026, an estimated $7.13K.
  • Nu Holdings made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1356 holding.
  • CX Institutional first reported a position in Nu Holdings in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.