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 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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's NU Position: Q1 2026 in Review

Jefferies Financial Group sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 3,591 shares — an estimated $60.1K sold.

Jefferies Financial Group first reported a position in NU in Q1 2024 and held it in 5 quarters. The position peaked at $3.54M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Jefferies Financial Group reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 3,591 Nu Holdings shares in Q1 2026, an estimated $60.1K.
Jefferies Financial Group first reported a position in Nu Holdings in Q1 2024 and held it in 5 quarters.
Jefferies Financial Group's Nu Holdings position peaked at $3.54M in Q3 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.