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 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

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's NU Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Nu Holdings (NU) in Q2 2026: 22,689 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in NU as recently as Q4 2025.

Jefferies Financial Group first reported a position in NU in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.54M in Q3 2025. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Jefferies Financial Group held 22,689 shares of Nu Holdings worth $303K as of Q2 2026.
Nu Holdings was a new Jefferies Financial Group position in Q2 2026.
Nu Holdings made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1378 holding.
Jefferies Financial Group first reported a position in Nu Holdings in Q1 2024 and has held it in 6 quarters since.
Jefferies Financial Group's Nu Holdings position peaked at $3.54M in Q3 2025.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.