Downshift Financial’s Nu Holdings NU Stock Holding History

Downshift 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 Q2	$13.4K	Buy	+1,000	New	+$13.5K	0.01%	260

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Downshift Financial's NU Position: Q2 2026 in Review

Downshift Financial opened a new position in Nu Holdings (NU) in Q2 2026: 1,000 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Downshift Financial held 1,000 shares of Nu Holdings worth $13.4K as of Q2 2026.
Nu Holdings was a new Downshift Financial position in Q2 2026.
Nu Holdings made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #260 holding.
851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.