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Ethos Financial Group’s Nu Holdings NU Stock Holding History

Ethos Financial Group’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 		$283K Buy
+20,149
New +$272K 0.02% 482
2025
Q1 		– Sell
-7,873
Closed -$81.6K – 486
2024
Q4 		$81.6K Buy
+7,873
New +$105K 0.01% 334

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

Ethos Financial Group's NU Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Nu Holdings (NU) in Q2 2026: 20,149 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #482 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in NU as recently as Q4 2024.

Ethos Financial Group first reported a position in NU in Q4 2024 and has held it in 2 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Ethos Financial Group held 20,149 shares of Nu Holdings worth $283K as of Q2 2026.
  • Nu Holdings was a new Ethos Financial Group position in Q2 2026.
  • Nu Holdings made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #482 holding.
  • Ethos Financial Group first reported a position in Nu Holdings in Q4 2024 and has held it in 2 quarters since.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.