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Farther Finance Advisors’s Nu Holdings NU Stock Holding History

Farther Finance Advisors’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 		$423K Buy
33,414
+14,954
+81% +$212K ﹤0.01% 1713
2026
Q2 		$245K Sell
18,460
-620
-3% -$8.36K ﹤0.01% 2098
2026
Q1 		$276K Buy
19,080
+2,086
+12% +$33.8K ﹤0.01% 1786
2025
Q4 		$284K Buy
16,994
+7,716
+83% +$124K ﹤0.01% 1672
2025
Q3 		$149K Buy
9,278
+4,261
+85% +$59.4K ﹤0.01% 1792
2025
Q2 		$68.8K Buy
5,017
+767
+18% +$9.18K ﹤0.01% 1968
2025
Q1 		$44.3K Buy
4,250
+2,392
+129% +$28.3K ﹤0.01% 1959
2024
Q4 		$19.2K Buy
1,858
+422
+29% +$5.61K ﹤0.01% 2093
2024
Q3 		$19.6K Buy
1,436
+30
+2% +$404 ﹤0.01% 2091
2024
Q2 		$17.4K Buy
1,406
+290
+26% +$3.38K ﹤0.01% 1826
2024
Q1 		$13.2K Buy
1,116
+327
+41% +$3.34K ﹤0.01% 1643
2023
Q4 		$6.57K Buy
789
+689
+689% +$5.57K ﹤0.01% 1832
2023
Q3 		$725 Buy
+100
New +$748 ﹤0.01% 2167

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's NU Position: Q3 2026 in Review

Farther Finance Advisors increased its Nu Holdings (NU) stake by 81% in Q3 2026, buying an estimated $212K and bringing the position to 33,414 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Farther Finance Advisors first reported a position in NU in Q3 2023 and has held it in 13 quarters since. 18 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Farther Finance Advisors held 33,414 shares of Nu Holdings worth $423K as of Q3 2026.
  • Farther Finance Advisors bought 14,954 Nu Holdings shares in Q3 2026, an estimated $212K.
  • Nu Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1713 holding.
  • Farther Finance Advisors first reported a position in Nu Holdings in Q3 2023 and has held it in 13 quarters since.
  • 18 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.