Eagle Rock Investment Company’s Nu Holdings NU Stock Holding History

Eagle Rock Investment Company’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	$216K	Buy	16,202 +706	+5%	+$9.52K	0.03%	151
2026 Q1	$223K	Buy	15,496 +727	+5%	+$11.8K	0.03%	154
2025 Q4	$247K	Buy	14,769 +1,185	+9%	+$19K	0.03%	152
2025 Q3	$217K	Buy	13,584 +44	+0.3%	+$614	0.03%	156
2025 Q2	$186K	Buy	13,540 +3,396	+33%	+$40.7K	0.03%	154
2025 Q1	$104K	Buy	+10,144	New	+$120K	0.02%	159

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

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

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Eagle Rock Investment Company's NU Position: Q2 2026 in Review

Eagle Rock Investment Company increased its Nu Holdings (NU) stake by 4.6% in Q2 2026, buying an estimated $9.52K and bringing the position to 16,202 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #151.

Eagle Rock Investment Company first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q4 2025. 459 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Eagle Rock Investment Company held 16,202 shares of Nu Holdings worth $216K as of Q2 2026.
Eagle Rock Investment Company bought 706 Nu Holdings shares in Q2 2026, an estimated $9.52K.
Nu Holdings made up 0.03% of Eagle Rock Investment Company's portfolio in Q2 2026, its #151 holding.
Eagle Rock Investment Company first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Eagle Rock Investment Company's Nu Holdings position peaked at $247K in Q4 2025.
459 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.