JFS Wealth Advisors’s Nu Holdings NU Stock Holding History

JFS Wealth Advisors’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	$10K	Hold	750	–	–	﹤0.01%	1004
2026 Q1	$10.8K	Hold	750	–	–	﹤0.01%	919
2025 Q4	$12.6K	Hold	750	–	–	﹤0.01%	903
2025 Q3	$12K	Hold	750	–	–	﹤0.01%	843
2025 Q2	$10.3K	Sell	750 -110	-13%	-$1.32K	﹤0.01%	857
2025 Q1	$8.81K	Buy	860 +110	+15%	+$1.3K	﹤0.01%	915
2024 Q4	$7.77K	Buy	750 +715	+2,043%	+$9.51K	﹤0.01%	945
2024 Q3	$478	Buy	+35	New	+$471	﹤0.01%	1801

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's NU Position: Q2 2026 in Review

JFS Wealth Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 750 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

JFS Wealth Advisors first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.6K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

JFS Wealth Advisors held 750 shares of Nu Holdings worth $10K as of Q2 2026.
JFS Wealth Advisors left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1004 holding.
JFS Wealth Advisors first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's Nu Holdings position peaked at $12.6K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.