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Johnson Financial Group Inc (Wisconsin)’s Nu Holdings NU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-87
Closed -$1.25K – 906
2026
Q1 		$1.25K Hold
87
– – ﹤0.01% 841
2025
Q4 		$1.46K Hold
87
– – ﹤0.01% 854
2025
Q3 		$1.39K Buy
+87
New +$1.21K ﹤0.01% 974

Other funds holding NU

BlackRock
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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 $3.37T AUM 44.26% 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

Johnson Financial Group Inc (Wisconsin)'s NU Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 87 shares — an estimated $1.25K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NU in Q3 2025 and held it in 3 quarters. The position peaked at $1.46K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 87 Nu Holdings shares in Q2 2026, an estimated $1.25K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Nu Holdings in Q3 2025 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Nu Holdings position peaked at $1.46K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.