Franklin Resources
NU icon

Franklin Resources’s Nu Holdings NU Stock Holding History

Franklin Resources’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 		$6.82M Sell
510,744
-278,618
-35% -$3.76M ﹤0.01% 1446
2026
Q1 		$11.3M Sell
789,362
-1,409,922
-64% -$22.9M ﹤0.01% 1187
2025
Q4 		$36.8M Sell
2,199,284
-749,310
-25% -$12M 0.01% 741
2025
Q3 		$47.2M Buy
2,948,594
+1,340
+0% +$18.7K 0.01% 659
2025
Q2 		$40.4M Sell
2,947,254
-1,580,745
-35% -$18.9M 0.01% 698
2025
Q1 		$46.4M Buy
4,527,999
+23,472
+0.5% +$277K 0.01% 632
2024
Q4 		$46.7M Sell
4,504,527
-555,977
-11% -$7.39M 0.01% 640
2024
Q3 		$74.3M Buy
5,060,504
+271,903
+6% +$3.66M 0.02% 476
2024
Q2 		$61.7M Sell
4,788,601
-11,560
-0.2% -$135K 0.02% 498
2024
Q1 		$57.3M Buy
4,800,161
+490,261
+11% +$5.01M 0.02% 529
2023
Q4 		$35.9M Buy
4,309,900
+10,858
+0.3% +$87.8K 0.02% 602
2023
Q3 		$31.2M Buy
4,299,042
+9,649
+0.2% +$72.2K 0.02% 624
2023
Q2 		$33.8M Sell
4,289,393
-381
-0% -$2.34K 0.02% 646
2023
Q1 		$20.4M Hold
4,289,774
– – 0.01% 759
2022
Q4 		$17.5M Buy
4,289,774
+1,128
+0% +$4.9K 0.01% 810
2022
Q3 		$18.9M Sell
4,288,646
-2,992
-0.1% -$13.7K 0.01% 781
2022
Q2 		$16.1M Hold
4,291,638
– – 0.01% 842
2022
Q1 		$33.1M Sell
4,291,638
-2,253,972
-34% -$18.1M 0.01% 717
2021
Q4 		$61.4M Buy
+6,545,610
New +$64.3M 0.02% 581

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Franklin Resources's NU Position: Q2 2026 in Review

Franklin Resources reduced its Nu Holdings (NU) stake by 35% in Q2 2026, selling an estimated $3.76M and leaving 510,744 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Franklin Resources first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $74.3M in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Franklin Resources held 510,744 shares of Nu Holdings worth $6.82M as of Q2 2026.
  • Franklin Resources sold 278,618 Nu Holdings shares in Q2 2026, an estimated $3.76M.
  • Nu Holdings made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1446 holding.
  • Franklin Resources first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Franklin Resources's Nu Holdings position peaked at $74.3M in Q3 2024.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.