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LBP AM’s Nu Holdings NU Stock Holding History

LBP AM’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 		$9.06M Buy
630,706
+89,490
+17% +$1.45M 0.12% 162
2025
Q4 		$9.06M Buy
541,216
+26,033
+5% +$418K 0.11% 175
2025
Q3 		$8.25M Sell
515,183
-309,440
-38% -$4.32M 0.1% 171
2025
Q2 		$11.3M Buy
824,623
+582,919
+241% +$6.98M 0.16% 115
2025
Q1 		$2.48M Buy
241,704
+31,201
+15% +$369K 0.04% 259
2024
Q4 		$2.18M Buy
210,503
+28,375
+16% +$377K 0.03% 264
2024
Q3 		$2.49M Buy
+182,128
New +$2.45M 0.04% 234

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

LBP AM's NU Position: Q1 2026 in Review

LBP AM increased its Nu Holdings (NU) stake by 17% in Q1 2026, buying an estimated $1.45M and bringing the position to 630,706 shares worth $9.06M. The position accounts for 0.12% of the portfolio, ranked #162.

LBP AM first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • LBP AM held 630,706 shares of Nu Holdings worth $9.06M as of Q1 2026.
  • LBP AM bought 89,490 Nu Holdings shares in Q1 2026, an estimated $1.45M.
  • Nu Holdings made up 0.12% of LBP AM's portfolio in Q1 2026, its #162 holding.
  • LBP AM first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
  • LBP AM's Nu Holdings position peaked at $11.3M in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.