FFA
NU icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return