Empire Financial Management Company’s Nu Holdings NU Stock Holding History

Empire Financial Management 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	$1.36M	Buy	101,471 +4,844	+5%	+$65.3K	0.54%	61
2026 Q1	$1.39M	Buy	96,627 +5,583	+6%	+$90.5K	0.31%	91
2025 Q4	$1.52M	Buy	91,044 +1,007	+1%	+$16.2K	0.33%	86
2025 Q3	$1.44M	Buy	90,037 +3,820	+4%	+$53.3K	0.33%	88
2025 Q2	$1.18M	Buy	86,217 +4,442	+5%	+$53.2K	0.34%	88
2025 Q1	$837K	Buy	81,775 +23,169	+40%	+$274K	0.26%	107
2024 Q4	$607K	Buy	+58,606	New	+$780K	0.19%	129

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

Empire Financial Management Company's NU Position: Q2 2026 in Review

Empire Financial Management Company increased its Nu Holdings (NU) stake by 5% in Q2 2026, buying an estimated $65.3K and bringing the position to 101,471 shares worth $1.36M. The position accounts for 0.54% of the portfolio, ranked #61.

Empire Financial Management Company first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Empire Financial Management Company held 101,471 shares of Nu Holdings worth $1.36M as of Q2 2026.
Empire Financial Management Company bought 4,844 Nu Holdings shares in Q2 2026, an estimated $65.3K.
Nu Holdings made up 0.54% of Empire Financial Management Company's portfolio in Q2 2026, its #61 holding.
Empire Financial Management Company first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Empire Financial Management Company's Nu Holdings position peaked at $1.52M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.