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DecisionPoint Financial’s Nu Holdings NU Stock Holding History

DecisionPoint Financial’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 		$647 Hold
45
– – ﹤0.01% 427
2025
Q4 		$754 Hold
45
– – ﹤0.01% 453
2025
Q3 		$684 Hold
45
– – ﹤0.01% 398
2025
Q2 		$614 Buy
+45
New +$539 ﹤0.01% 401

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

DecisionPoint Financial's NU Position: Q1 2026 in Review

DecisionPoint Financial held its Nu Holdings (NU) position steady in Q1 2026 at 45 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #427.

DecisionPoint Financial first reported a position in NU in Q2 2025 and has held it in 4 quarters since. The position peaked at $754 in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • DecisionPoint Financial held 45 shares of Nu Holdings worth $647 as of Q1 2026.
  • DecisionPoint Financial left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #427 holding.
  • DecisionPoint Financial first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
  • DecisionPoint Financial's Nu Holdings position peaked at $754 in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.