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Legacy Financial Independent Advisors’s Nu Holdings NU Stock Holding History

Legacy Financial Independent 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 		– Sell
-19,457
Closed -$280K – 132
2026
Q1 		$280K Buy
+19,457
New +$315K 0.15% 94

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

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

Legacy Financial Independent Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 19,457 shares — an estimated $280K sold.

Legacy Financial Independent Advisors first reported a position in NU in Q1 2026 and held it in 1 quarter. The position peaked at $280K in Q1 2026. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Legacy Financial Independent Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Independent Advisors sold 19,457 Nu Holdings shares in Q2 2026, an estimated $280K.
  • Legacy Financial Independent Advisors first reported a position in Nu Holdings in Q1 2026 and held it in 1 quarter.
  • Legacy Financial Independent Advisors's Nu Holdings position peaked at $280K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.