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Lindbrook Capital’s Nu Holdings NU Stock Holding History

Lindbrook Capital’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
2025
Q1 		$16.6K Buy
1,619
+660
+69% +$7.8K ﹤0.01% 1436
2024
Q4 		$9.94K Sell
959
-735
-43% -$9.78K ﹤0.01% 1654
2024
Q3 		$23.1K Buy
1,694
+1,648
+3,583% +$22.2K ﹤0.01% 1215
2024
Q2 		$593 Buy
46
+25
+119% +$291 ﹤0.01% 2577
2024
Q1 		$251 Buy
+21
New +$214 ﹤0.01% 2579

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 $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Lindbrook Capital's NU Position: Q1 2025 in Review

Lindbrook Capital increased its Nu Holdings (NU) stake by 69% in Q1 2025, buying an estimated $7.8K and bringing the position to 1,619 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Lindbrook Capital first reported a position in NU in Q1 2024 and has held it in 5 quarters since. The position peaked at $23.1K in Q3 2024. 733 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Lindbrook Capital held 1,619 shares of Nu Holdings worth $16.6K as of Q1 2025.
  • Lindbrook Capital bought 660 Nu Holdings shares in Q1 2025, an estimated $7.8K.
  • Nu Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1436 holding.
  • Lindbrook Capital first reported a position in Nu Holdings in Q1 2024 and has held it in 5 quarters since.
  • Lindbrook Capital's Nu Holdings position peaked at $23.1K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.