BPI
NU icon

BFC Planning, Inc.’s Nu Holdings NU Stock Holding History

BFC Planning, 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 		$10.8K Buy
806
+304
+61% +$4.1K ﹤0.01% 2332
2026
Q1 		$7.21K Buy
502
+112
+29% +$1.82K ﹤0.01% 2163
2025
Q4 		$6.53K Buy
390
+264
+210% +$4.24K ﹤0.01% 2257
2025
Q3 		$2.02K Buy
+126
New +$1.76K ﹤0.01% 2473
2025
Q1 		– Sell
-454
Closed -$4.7K – 2721
2024
Q4 		$4.7K Buy
+454
New +$6.04K ﹤0.01% 2040

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 $3.38T AUM 44.17% 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
Lone Pine Capital
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s NU Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nu Holdings (NU) stake by 61% in Q2 2026, buying an estimated $4.1K and bringing the position to 806 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

BFC Planning, Inc. first reported a position in NU in Q4 2024 and has held it in 5 quarters since. 864 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • BFC Planning, Inc. held 806 shares of Nu Holdings worth $10.8K as of Q2 2026.
  • BFC Planning, Inc. bought 304 Nu Holdings shares in Q2 2026, an estimated $4.1K.
  • Nu Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2332 holding.
  • BFC Planning, Inc. first reported a position in Nu Holdings in Q4 2024 and has held it in 5 quarters since.
  • 864 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.