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Keating Financial Advisory Services’s Nu Holdings NU Stock Holding History

Keating Financial Advisory Services’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 		$69.2K Sell
5,183
-301
-5% -$4.06K 0.01% 601
2026
Q1 		$78.8K Sell
5,484
-31
-0.6% -$502 0.01% 519
2025
Q4 		$92.3K Buy
+5,515
New +$88.6K 0.01% 509

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

Keating Financial Advisory Services's NU Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Nu Holdings (NU) stake by 5.5% in Q2 2026, selling an estimated $4.06K and leaving 5,183 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #601.

Keating Financial Advisory Services first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $92.3K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Keating Financial Advisory Services held 5,183 shares of Nu Holdings worth $69.2K as of Q2 2026.
  • Keating Financial Advisory Services sold 301 Nu Holdings shares in Q2 2026, an estimated $4.06K.
  • Nu Holdings made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #601 holding.
  • Keating Financial Advisory Services first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Nu Holdings position peaked at $92.3K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.