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Legacy Wealth Asset Management’s Nu Holdings NU Stock Holding History

Legacy Wealth Asset Management’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 		$645K Buy
50,987
+197
+0.4% +$2.79K 0.14% 213
2026
Q2 		$679K Buy
50,790
+935
+2% +$12.6K 0.15% 211
2026
Q1 		$716K Buy
49,855
+382
+0.8% +$6.19K 0.17% 194
2025
Q4 		$828K Sell
49,473
-1,141
-2% -$18.3K 0.2% 148
2025
Q3 		$810K Buy
50,614
+201
+0.4% +$2.8K 0.2% 148
2025
Q2 		$692K Buy
50,413
+619
+1% +$7.41K 0.18% 172
2025
Q1 		$510K Sell
49,794
-88
-0.2% -$1.04K 0.14% 238
2024
Q4 		$517K Sell
49,882
-524
-1% -$6.97K 0.14% 235
2024
Q3 		$688K Sell
50,406
-537
-1% -$7.22K 0.18% 177
2024
Q2 		$657K Buy
+50,943
New +$593K 0.19% 166

Other funds holding NU

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Legacy Wealth Asset Management's NU Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Nu Holdings (NU) stake by 0.39% in Q3 2026, buying an estimated $2.79K and bringing the position to 50,987 shares worth $645K. The position accounts for 0.14% of the portfolio, ranked #213.

Legacy Wealth Asset Management first reported a position in NU in Q2 2024 and has held it in 10 quarters since. The position peaked at $828K in Q4 2025. 21 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Legacy Wealth Asset Management held 50,987 shares of Nu Holdings worth $645K as of Q3 2026.
  • Legacy Wealth Asset Management bought 197 Nu Holdings shares in Q3 2026, an estimated $2.79K.
  • Nu Holdings made up 0.14% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #213 holding.
  • Legacy Wealth Asset Management first reported a position in Nu Holdings in Q2 2024 and has held it in 10 quarters since.
  • Legacy Wealth Asset Management's Nu Holdings position peaked at $828K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.