LMFP
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Larry Mathis Financial Planning’s Nu Holdings NU Stock Holding History

Larry Mathis Financial Planning’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 		$490K Sell
36,694
-4,849
-12% -$65.4K 0.37% 68
2026
Q1 		$597K Sell
41,543
-1,557
-4% -$25.2K 0.54% 46
2025
Q4 		$721K Buy
+43,100
New +$693K 0.64% 43

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

Larry Mathis Financial Planning's NU Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Nu Holdings (NU) stake by 12% in Q2 2026, selling an estimated $65.4K and leaving 36,694 shares worth $490K. The position accounts for 0.37% of the portfolio, ranked #68.

Larry Mathis Financial Planning first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $721K in Q4 2025. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Larry Mathis Financial Planning held 36,694 shares of Nu Holdings worth $490K as of Q2 2026.
  • Larry Mathis Financial Planning sold 4,849 Nu Holdings shares in Q2 2026, an estimated $65.4K.
  • Nu Holdings made up 0.37% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Larry Mathis Financial Planning first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Nu Holdings position peaked at $721K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.