Focus Financial Network’s Nu Holdings NU Stock Holding History

Focus Financial Network’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	$152K	Buy	11,379 +24	+0.2%	+$323	﹤0.01%	755
2026 Q1	$163K	Sell	11,355 -4,083	-26%	-$66.2K	0.01%	719
2025 Q4	$258K	Hold	15,438	–	–	0.01%	631
2025 Q3	$247K	Hold	15,438	–	–	0.01%	651
2025 Q2	$212K	Hold	15,438	–	–	0.01%	673
2025 Q1	$158K	Buy	+15,438	New	+$182K	0.01%	674

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

Focus Financial Network's NU Position: Q2 2026 in Review

Focus Financial Network increased its Nu Holdings (NU) stake by 0.21% in Q2 2026, buying an estimated $323 and bringing the position to 11,379 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Focus Financial Network first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Focus Financial Network held 11,379 shares of Nu Holdings worth $152K as of Q2 2026.
Focus Financial Network bought 24 Nu Holdings shares in Q2 2026, an estimated $323.
Nu Holdings made up ﹤0.01% of Focus Financial Network's portfolio in Q2 2026, its #755 holding.
Focus Financial Network first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Focus Financial Network's Nu Holdings position peaked at $258K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.