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Larson Financial Group’s Nu Holdings NU Stock Holding History

Larson Financial Group’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 		$610K Buy
45,642
+16,292
+56% +$220K 0.02% 504
2026
Q1 		$422K Sell
29,350
-1,351
-4% -$21.9K 0.01% 528
2025
Q4 		$514K Buy
30,701
+2,527
+9% +$40.6K 0.02% 449
2025
Q3 		$451K Buy
28,174
+1,410
+5% +$19.7K 0.02% 493
2025
Q2 		$367K Buy
26,764
+3,087
+13% +$37K 0.01% 519
2025
Q1 		$242K Buy
23,677
+22,133
+1,433% +$262K 0.01% 585
2024
Q4 		$16K Buy
1,544
+352
+30% +$4.68K ﹤0.01% 1302
2024
Q3 		$16.3K Buy
1,192
+1,133
+1,920% +$15.2K ﹤0.01% 1288
2024
Q2 		$761 Buy
+59
New +$687 ﹤0.01% 1760
2024
Q1 		– Sell
-550
Closed -$4.58K – 1871
2023
Q4 		$4.58K Buy
+550
New +$4.45K ﹤0.01% 1203

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

Larson Financial Group's NU Position: Q2 2026 in Review

Larson Financial Group increased its Nu Holdings (NU) stake by 56% in Q2 2026, buying an estimated $220K and bringing the position to 45,642 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #504.

Larson Financial Group first reported a position in NU in Q4 2023 and has held it in 10 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Larson Financial Group held 45,642 shares of Nu Holdings worth $610K as of Q2 2026.
  • Larson Financial Group bought 16,292 Nu Holdings shares in Q2 2026, an estimated $220K.
  • Nu Holdings made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #504 holding.
  • Larson Financial Group first reported a position in Nu Holdings in Q4 2023 and has held it in 10 quarters since.
  • 859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.