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Legacy Financial Advisors’s Nu Holdings NU Stock Holding History

Legacy Financial Advisors’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 		$197K Buy
14,749
+4,207
+40% +$56.7K 0.02% 430
2026
Q1 		$151K Sell
10,542
-3,485
-25% -$56.5K 0.02% 401
2025
Q4 		$235K Buy
14,027
+2,177
+18% +$35K 0.03% 357
2025
Q3 		$190K Buy
+11,850
New +$165K 0.03% 407

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Legacy Financial Advisors's NU Position: Q2 2026 in Review

Legacy Financial Advisors increased its Nu Holdings (NU) stake by 40% in Q2 2026, buying an estimated $56.7K and bringing the position to 14,749 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #430.

Legacy Financial Advisors first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $235K in Q4 2025. 351 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Legacy Financial Advisors held 14,749 shares of Nu Holdings worth $197K as of Q2 2026.
  • Legacy Financial Advisors bought 4,207 Nu Holdings shares in Q2 2026, an estimated $56.7K.
  • Nu Holdings made up 0.02% of Legacy Financial Advisors's portfolio in Q2 2026, its #430 holding.
  • Legacy Financial Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • Legacy Financial Advisors's Nu Holdings position peaked at $235K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.