Financial Advocates Investment Management’s Nu Holdings NU Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-19,412	Closed	-$266K	–	404
2025 Q2	$266K	Sell	19,412 -14,092	-42%	-$169K	0.02%	524
2025 Q1	$343K	Buy	33,504 +388	+1%	+$4.59K	0.02%	524
2024 Q4	$343K	Sell	33,116 -5,039	-13%	-$67K	0.02%	561
2024 Q3	$521K	Buy	38,155 +2,537	+7%	+$34.1K	0.03%	449
2024 Q2	$459K	Sell	35,618 -3,523	-9%	-$41K	0.03%	454
2024 Q1	$467K	Buy	+39,141	New	+$400K	0.03%	467

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 $1.66T AUM 25.57% 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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Financial Advocates Investment Management's NU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 19,412 shares — an estimated $266K sold.

Financial Advocates Investment Management first reported a position in NU in Q1 2024 and held it in 6 quarters. The position peaked at $521K in Q3 2024. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

Financial Advocates Investment Management reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 19,412 Nu Holdings shares in Q3 2025, an estimated $266K.
Financial Advocates Investment Management first reported a position in Nu Holdings in Q1 2024 and held it in 6 quarters.
Financial Advocates Investment Management's Nu Holdings position peaked at $521K in Q3 2024.
801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.