Jones Financial Companies
NU icon

Jones Financial Companies’s Nu Holdings NU Stock Holding History

Jones Financial Companies’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 		$3.36M Sell
255,069
-196,258
-43% -$2.65M ﹤0.01% 1363
2026
Q1 		$6.14M Buy
451,327
+362,871
+410% +$5.88M ﹤0.01% 1001
2025
Q4 		$1.48M Buy
88,456
+21,864
+33% +$351K ﹤0.01% 1079
2025
Q3 		$1.05M Buy
66,592
+15,790
+31% +$220K ﹤0.01% 1114
2025
Q2 		$673K Buy
50,802
+16,879
+50% +$202K ﹤0.01% 1165
2025
Q1 		$351K Buy
33,923
+16,818
+98% +$199K ﹤0.01% 1269
2024
Q4 		$177K Buy
17,105
+15,754
+1,166% +$210K ﹤0.01% 1409
2024
Q3 		$18.7K Buy
1,351
+1,140
+540% +$15.3K ﹤0.01% 1974
2024
Q2 		$2.72K Buy
+211
New +$2.46K ﹤0.01% 2091

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 $3.37T 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

Jones Financial Companies's NU Position: Q2 2026 in Review

Jones Financial Companies reduced its Nu Holdings (NU) stake by 43% in Q2 2026, selling an estimated $2.65M and leaving 255,069 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Jones Financial Companies first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.14M in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Jones Financial Companies held 255,069 shares of Nu Holdings worth $3.36M as of Q2 2026.
  • Jones Financial Companies sold 196,258 Nu Holdings shares in Q2 2026, an estimated $2.65M.
  • Nu Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1363 holding.
  • Jones Financial Companies first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Nu Holdings position peaked at $6.14M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.