Financial Perspectives’s Nu Holdings NU Stock Holding History

Financial Perspectives’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	$769K	Buy	57,533 +19,808	+53%	+$267K	0.19%	76
2026 Q1	$542K	Hold	37,725	–	–	0.15%	88
2025 Q4	$632K	Buy	37,725 +208	+0.6%	+$3.34K	0.17%	79
2025 Q3	$601K	Hold	37,517	–	–	0.17%	81
2025 Q2	$515K	Buy	37,517 +4,598	+14%	+$55.1K	0.16%	86
2025 Q1	$337K	Buy	32,919 +2,352	+8%	+$27.8K	0.12%	103
2024 Q4	$317K	Buy	30,567 +2,415	+9%	+$32.1K	0.11%	107
2024 Q3	$384K	Buy	28,152 +488	+2%	+$6.57K	0.13%	94
2024 Q2	$357K	Buy	27,664 +2,080	+8%	+$24.2K	0.13%	94
2024 Q1	$305K	Buy	25,584 +2,692	+12%	+$27.5K	0.12%	109
2023 Q4	$191K	Buy	22,892 +6,760	+42%	+$54.6K	0.08%	143
2023 Q3	$117K	Buy	16,132 +2,034	+14%	+$15.2K	0.05%	167
2023 Q2	$111K	Buy	14,098 +1,947	+16%	+$12K	0.05%	180
2023 Q1	$57.8K	Hold	12,151	–	–	0.03%	247
2022 Q4	$49.5K	Buy	12,151 +2,946	+32%	+$12.8K	0.03%	249
2022 Q3	$40.5K	Buy	9,205 +5,233	+132%	+$24K	0.02%	261
2022 Q2	$14.9K	Buy	3,972 +1,750	+79%	+$8.88K	0.01%	387
2022 Q1	$17.2K	Buy	+2,222	New	+$17.8K	0.01%	393

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

Financial Perspectives's NU Position: Q2 2026 in Review

Financial Perspectives increased its Nu Holdings (NU) stake by 53% in Q2 2026, buying an estimated $267K and bringing the position to 57,533 shares worth $769K. The position accounts for 0.19% of the portfolio, ranked #76.

Financial Perspectives first reported a position in NU in Q1 2022 and has held it in 18 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Financial Perspectives held 57,533 shares of Nu Holdings worth $769K as of Q2 2026.
Financial Perspectives bought 19,808 Nu Holdings shares in Q2 2026, an estimated $267K.
Nu Holdings made up 0.19% of Financial Perspectives's portfolio in Q2 2026, its #76 holding.
Financial Perspectives first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.