Jefferies Financial Group’s Nu Holdings NU Stock Holding History

Jefferies Financial Group’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 Q3	$593K	Buy	46,851 +24,162	+106%	+$343K	﹤0.01%	934
2026 Q2	$303K	Buy	+22,689	New	+$306K	﹤0.01%	1378
2026 Q1	–	Sell	-3,591	Closed	-$60.1K	–	2070
2025 Q4	$60.1K	Sell	3,591 -217,793	-98%	-$3.5M	﹤0.01%	1749
2025 Q3	$3.54M	Buy	221,384 +179,972	+435%	+$2.51M	0.02%	459
2025 Q2	$568K	Buy	+41,412	New	+$496K	﹤0.01%	874
2025 Q1	–	Sell	-129,103	Closed	-$1.34M	–	1881
2024 Q4	$1.34M	Buy	+129,103	New	+$1.72M	0.01%	796
2024 Q2	–	Sell	-40,000	Closed	-$477K	–	1743
2024 Q1	$477K	Buy	+40,000	New	+$408K	﹤0.01%	1072

Other funds holding NU

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Jefferies Financial Group's NU Position: Q3 2026 in Review

Jefferies Financial Group increased its Nu Holdings (NU) stake by 106% in Q3 2026, buying an estimated $343K and bringing the position to 46,851 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Jefferies Financial Group first reported a position in NU in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.54M in Q3 2025. 452 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Jefferies Financial Group held 46,851 shares of Nu Holdings worth $593K as of Q3 2026.
Jefferies Financial Group bought 24,162 Nu Holdings shares in Q3 2026, an estimated $343K.
Nu Holdings made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #934 holding.
Jefferies Financial Group first reported a position in Nu Holdings in Q1 2024 and has held it in 7 quarters since.
Jefferies Financial Group's Nu Holdings position peaked at $3.54M in Q3 2025.
452 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.