EI
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EFG International’s Nu Holdings NU Stock Holding History

EFG International’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 		$174K Buy
13,050
+3,350
+35% +$45.2K ﹤0.01% 623
2026
Q1 		$139K Sell
9,700
-28,225
-74% -$457K ﹤0.01% 615
2025
Q4 		$636K Buy
+37,925
New +$610K 0.01% 438

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

EFG International's NU Position: Q2 2026 in Review

EFG International increased its Nu Holdings (NU) stake by 35% in Q2 2026, buying an estimated $45.2K and bringing the position to 13,050 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

EFG International first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $636K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • EFG International held 13,050 shares of Nu Holdings worth $174K as of Q2 2026.
  • EFG International bought 3,350 Nu Holdings shares in Q2 2026, an estimated $45.2K.
  • Nu Holdings made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #623 holding.
  • EFG International first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Nu Holdings position peaked at $636K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.