Larson Financial Group
NU icon

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
Q3 		$610K Buy
48,166
+2,524
+6% +$35.8K 0.01% 515
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 +$4.44K ﹤0.01% 1203

Other funds holding NU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Larson Financial Group's NU Position: Q3 2026 in Review

Larson Financial Group increased its Nu Holdings (NU) stake by 5.5% in Q3 2026, buying an estimated $35.8K and bringing the position to 48,166 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #515.

Larson Financial Group first reported a position in NU in Q4 2023 and has held it in 11 quarters since. 688 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Larson Financial Group held 48,166 shares of Nu Holdings worth $610K as of Q3 2026.
  • Larson Financial Group bought 2,524 Nu Holdings shares in Q3 2026, an estimated $35.8K.
  • Nu Holdings made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #515 holding.
  • Larson Financial Group first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • 688 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.