GFS Advisors’s Nu Holdings NU Stock Holding History

GFS Advisors’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	$1.07M	Buy	954,175 +378,835	+66%	+$5.11M	0.11%	103
2026 Q1	$8.27M	Buy	575,340 +1,560	+0.3%	+$25.3K	1.05%	34
2025 Q4	$9.61M	Sell	573,780 -54,425	-9%	-$875K	1.14%	30
2025 Q3	$10.1M	Sell	628,205 -460,450	-42%	-$6.42M	1.28%	25
2025 Q2	$14.9M	Sell	1,088,655 -517,278	-32%	-$6.19M	2.04%	15
2025 Q1	$16.4M	Buy	1,605,933 +433,429	+37%	+$5.12M	3.3%	6
2024 Q4	$12.1M	Buy	1,172,504 +659,289	+128%	+$8.77M	1.85%	17
2024 Q3	$7M	Buy	513,215 +511,265	+26,219%	+$6.88M	1.49%	27
2024 Q2	$12.6M	Sell	1,950 -1,227,295	-100%	-$14.3M	2.03%	11
2024 Q1	$14.7M	Hold	1,229,245	–	–	2.43%	8
2023 Q4	$10.2M	Hold	1,229,245	–	–	1.5%	17
2023 Q3	$8.91M	Buy	1,229,245 +1,216,030	+9,202%	+$9.1M	1.39%	25
2023 Q2	$104K	Hold	13,215	–	–	0.02%	132
2023 Q1	$63K	Hold	13,215	–	–	0.01%	136
2022 Q4	$54K	Hold	13,215	–	–	0.01%	132
2022 Q3	$58K	Buy	+13,215	New	+$60.7K	0.01%	137

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

GFS Advisors's NU Position: Q2 2026 in Review

GFS Advisors increased its Nu Holdings (NU) stake by 66% in Q2 2026, buying an estimated $5.11M and bringing the position to 954,175 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #103.

GFS Advisors first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.4M in Q1 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

GFS Advisors held 954,175 shares of Nu Holdings worth $1.07M as of Q2 2026.
GFS Advisors bought 378,835 Nu Holdings shares in Q2 2026, an estimated $5.11M.
Nu Holdings made up 0.11% of GFS Advisors's portfolio in Q2 2026, its #103 holding.
GFS Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
GFS Advisors's Nu Holdings position peaked at $16.4M in Q1 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.