Kentucky Retirement Systems Insurance Trust Fund’s Nu Holdings NU Stock Holding History

Kentucky Retirement Systems Insurance Trust Fund’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	$1.26M	Hold	88,029	–	–	0.09%	215
2025 Q4	$1.47M	Hold	88,029	–	–	0.1%	186
2025 Q3	$1.41M	Sell	88,029 -210	-0.2%	-$2.93K	0.09%	197
2025 Q2	$1.21M	Sell	88,239 -6,116	-6%	-$73.2K	0.08%	220
2025 Q1	$966K	Buy	+94,355	New	+$1.12M	0.07%	266

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Kentucky Retirement Systems Insurance Trust Fund's NU Position: Q1 2026 in Review

Kentucky Retirement Systems Insurance Trust Fund held its Nu Holdings (NU) position steady in Q1 2026 at 88,029 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #215.

Kentucky Retirement Systems Insurance Trust Fund first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Kentucky Retirement Systems Insurance Trust Fund held 88,029 shares of Nu Holdings worth $1.26M as of Q1 2026.
Kentucky Retirement Systems Insurance Trust Fund left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.09% of Kentucky Retirement Systems Insurance Trust Fund's portfolio in Q1 2026, its #215 holding.
Kentucky Retirement Systems Insurance Trust Fund first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
Kentucky Retirement Systems Insurance Trust Fund's Nu Holdings position peaked at $1.47M in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Kentucky Retirement Systems Insurance Trust Fund's 13F filing for Q1 2026, filed 19 May 2026.