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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 		$2.89M Buy
+216,100
New +$2.91M 0.02% 556
2026
Q1 		– Sell
-450,000
Closed -$7.53M – 2069
2025
Q4 		$7.53M Buy
450,000
+414,000
+1,150% +$6.65M 0.04% 391
2025
Q3 		$576K Buy
+36,000
New +$502K ﹤0.01% 1043

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 $3.38T AUM 44.17% 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

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.