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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Nu Holdings NU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$448K Sell
33,501
-3,304
-9% -$44.5K 0.12% 114
2026
Q1 		$529K Sell
36,805
-2,395
-6% -$38.8K 0.16% 95
2025
Q4 		$656K Buy
+39,200
New +$630K 0.19% 79

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NU Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Nu Holdings (NU) stake by 9% in Q2 2026, selling an estimated $44.5K and leaving 33,501 shares worth $448K. The position accounts for 0.12% of the portfolio, ranked #114.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $656K in Q4 2025. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 33,501 shares of Nu Holdings worth $448K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,304 Nu Holdings shares in Q2 2026, an estimated $44.5K.
  • Nu Holdings made up 0.12% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #114 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Nu Holdings position peaked at $656K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.