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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Larson Financial Group's NU Position: Q1 2026 in Review

Larson Financial Group reduced its Nu Holdings (NU) stake by 4.4% in Q1 2026, selling an estimated $21.9K and leaving 29,350 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #528.

Larson Financial Group first reported a position in NU in Q4 2023 and has held it in 9 quarters since. The position peaked at $514K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Larson Financial Group held 29,350 shares of Nu Holdings worth $422K as of Q1 2026.
  • Larson Financial Group sold 1,351 Nu Holdings shares in Q1 2026, an estimated $21.9K.
  • Nu Holdings made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #528 holding.
  • Larson Financial Group first reported a position in Nu Holdings in Q4 2023 and has held it in 9 quarters since.
  • Larson Financial Group's Nu Holdings position peaked at $514K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.