Kestra Advisory Services
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Kestra Advisory Services’s Nu Holdings NU Stock Holding History

Kestra 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
Q3 		$751K Buy
59,282
+22,648
+62% +$321K ﹤0.01% 2165
2026
Q2 		$489K Sell
36,634
-4,497
-11% -$60.6K ﹤0.01% 2368
2026
Q1 		$591K Sell
41,131
-34,376
-46% -$557K ﹤0.01% 2093
2025
Q4 		$1.26M Buy
75,507
+23,162
+44% +$372K 0.01% 1490
2025
Q3 		$838K Sell
52,345
-3,935
-7% -$54.9K ﹤0.01% 1705
2025
Q2 		$772K Buy
56,280
+1,539
+3% +$18.4K ﹤0.01% 1657
2025
Q1 		$561K Buy
54,741
+11,451
+26% +$135K ﹤0.01% 1749
2024
Q4 		$448K Buy
43,290
+7,294
+20% +$97K ﹤0.01% 1944
2024
Q3 		$491K Sell
35,996
-4,138
-10% -$55.7K ﹤0.01% 1777
2024
Q2 		$517K Buy
40,134
+4,875
+14% +$56.8K ﹤0.01% 1756
2024
Q1 		$421K Buy
35,259
+19,450
+123% +$199K ﹤0.01% 1775
2023
Q4 		$132K Sell
15,809
-130
-0.8% -$1.05K ﹤0.01% 2171
2023
Q3 		$116K Buy
15,939
+1,055
+7% +$7.89K ﹤0.01% 2006
2023
Q2 		$117K Sell
14,884
-1,377
-8% -$8.46K ﹤0.01% 1986
2023
Q1 		$77.4K Buy
16,261
+1,844
+13% +$8.22K ﹤0.01% 1974
2022
Q4 		$58.7K Buy
+14,417
New +$62.7K ﹤0.01% 2172

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Advisory Services's NU Position: Q3 2026 in Review

Kestra Advisory Services increased its Nu Holdings (NU) stake by 62% in Q3 2026, buying an estimated $321K and bringing the position to 59,282 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Kestra Advisory Services first reported a position in NU in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2025. 452 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Kestra Advisory Services held 59,282 shares of Nu Holdings worth $751K as of Q3 2026.
  • Kestra Advisory Services bought 22,648 Nu Holdings shares in Q3 2026, an estimated $321K.
  • Nu Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2165 holding.
  • Kestra Advisory Services first reported a position in Nu Holdings in Q4 2022 and has held it in 16 quarters since.
  • Kestra Advisory Services's Nu Holdings position peaked at $1.26M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.