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LifeSteps Financial’s Nu Holdings NU Stock Holding History

LifeSteps Financial’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 		$3.05K Buy
+228
New +$3.07K ﹤0.01% 609

Other funds holding NU

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

LifeSteps Financial's NU Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Nu Holdings (NU) in Q2 2026: 228 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

242 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • LifeSteps Financial held 228 shares of Nu Holdings worth $3.05K as of Q2 2026.
  • Nu Holdings was a new LifeSteps Financial position in Q2 2026.
  • Nu Holdings made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #609 holding.
  • 242 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.