EWP
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Elevation Wealth Partners’s Nu Holdings NU Stock Holding History

Elevation Wealth Partners’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 		$5.9K Buy
466
+180
+63% +$2.55K ﹤0.01% 1061
2026
Q2 		$3.82K Buy
+286
New +$3.85K ﹤0.01% 1080

Other funds holding NU

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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's NU Position: Q3 2026 in Review

Elevation Wealth Partners increased its Nu Holdings (NU) stake by 63% in Q3 2026, buying an estimated $2.55K and bringing the position to 466 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Elevation Wealth Partners first reported a position in NU in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Elevation Wealth Partners held 466 shares of Nu Holdings worth $5.9K as of Q3 2026.
  • Elevation Wealth Partners bought 180 Nu Holdings shares in Q3 2026, an estimated $2.55K.
  • Nu Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1061 holding.
  • Elevation Wealth Partners first reported a position in Nu Holdings in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.