FF
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Finley Financial’s Nu Holdings NU Stock Holding History

Finley Financial’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 		$10.3K Hold
771
– – ﹤0.01% 110
2026
Q1 		$11.1K Hold
771
– – 0.01% 107
2025
Q4 		$12.9K Buy
771
+201
+35% +$3.23K 0.01% 109
2025
Q3 		$9.13K Hold
570
– – ﹤0.01% 110
2025
Q2 		$7.82K Hold
570
– – ﹤0.01% 111
2025
Q1 		$7.07K Hold
570
– – ﹤0.01% 110
2024
Q4 		$6.5K Buy
+570
New +$7.58K ﹤0.01% 112

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Finley Financial's NU Position: Q2 2026 in Review

Finley Financial held its Nu Holdings (NU) position steady in Q2 2026 at 771 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Finley Financial first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9K in Q4 2025. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Finley Financial held 771 shares of Nu Holdings worth $10.3K as of Q2 2026.
  • Finley Financial left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Finley Financial's portfolio in Q2 2026, its #110 holding.
  • Finley Financial first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's Nu Holdings position peaked at $12.9K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.