HFS
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Hughes Financial Services’s Nu Holdings NU Stock Holding History

Hughes Financial Services’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 		$1.19K Sell
89
-33
-27% -$445 ﹤0.01% 879
2026
Q1 		$1.75K Buy
+122
New +$1.98K ﹤0.01% 637

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

Hughes Financial Services's NU Position: Q2 2026 in Review

Hughes Financial Services reduced its Nu Holdings (NU) stake by 27% in Q2 2026, selling an estimated $445 and leaving 89 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Hughes Financial Services first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.75K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Hughes Financial Services held 89 shares of Nu Holdings worth $1.19K as of Q2 2026.
  • Hughes Financial Services sold 33 Nu Holdings shares in Q2 2026, an estimated $445.
  • Nu Holdings made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #879 holding.
  • Hughes Financial Services first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • Hughes Financial Services's Nu Holdings position peaked at $1.75K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.