JT Stratford LLC’s Nu Holdings NU Stock Holding History

JT Stratford LLC’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	$2.82M	Buy	196,356 +457	+0.2%	+$7.41K	0.36%	64
2025 Q4	$3.28M	Buy	195,899 +6,317	+3%	+$102K	0.42%	54
2025 Q3	$3.04M	Buy	189,582 +8,577	+5%	+$120K	0.41%	54
2025 Q2	$2.48M	Sell	181,005 -20,329	-10%	-$243K	0.38%	54
2025 Q1	$2.06M	Buy	201,334 +23,788	+13%	+$281K	0.36%	55
2024 Q4	$1.84M	Buy	177,546 +2,085	+1%	+$27.7K	0.3%	78
2024 Q3	$2.4M	Buy	175,461 +3,455	+2%	+$46.5K	0.41%	51
2024 Q2	$2.22M	Buy	172,006 +7,631	+5%	+$88.8K	0.41%	51
2024 Q1	$1.96M	Buy	164,375 +88,075	+115%	+$899K	0.39%	63
2023 Q4	$636K	Buy	76,300 +172	+0.2%	+$1.39K	0.15%	162
2023 Q3	$552K	Sell	76,128 -5,390	-7%	-$40.3K	0.14%	156
2023 Q2	$643K	Sell	81,518 -43,069	-35%	-$265K	0.17%	134
2023 Q1	$593K	Buy	+124,587	New	+$555K	0.17%	130
2022 Q4	–	Sell	-14,748	Closed	-$65K	–	218
2022 Q3	$65K	Buy	+14,748	New	+$67.7K	0.02%	191

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

JT Stratford LLC's NU Position: Q1 2026 in Review

JT Stratford LLC increased its Nu Holdings (NU) stake by 0.23% in Q1 2026, buying an estimated $7.41K and bringing the position to 196,356 shares worth $2.82M. The position accounts for 0.36% of the portfolio, ranked #64.

JT Stratford LLC first reported a position in NU in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.28M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

JT Stratford LLC held 196,356 shares of Nu Holdings worth $2.82M as of Q1 2026.
JT Stratford LLC bought 457 Nu Holdings shares in Q1 2026, an estimated $7.41K.
Nu Holdings made up 0.36% of JT Stratford LLC's portfolio in Q1 2026, its #64 holding.
JT Stratford LLC first reported a position in Nu Holdings in Q3 2022 and has held it in 14 quarters since.
JT Stratford LLC's Nu Holdings position peaked at $3.28M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.