LPL Financial
NU icon

LPL Financial’s Nu Holdings NU Stock Holding History

LPL 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 		$17.3M Buy
1,291,450
+353,462
+38% +$4.76M ﹤0.01% 1693
2026
Q1 		$13.5M Sell
937,988
-136,203
-13% -$2.21M ﹤0.01% 1756
2025
Q4 		$18M Buy
1,074,191
+121,590
+13% +$1.95M ﹤0.01% 1482
2025
Q3 		$15.3M Buy
952,601
+163,363
+21% +$2.28M ﹤0.01% 1545
2025
Q2 		$10.8M Sell
789,238
-27,455
-3% -$329K ﹤0.01% 1655
2025
Q1 		$8.36M Buy
816,693
+107,406
+15% +$1.27M ﹤0.01% 1735
2024
Q4 		$7.35M Buy
709,287
+244,879
+53% +$3.26M ﹤0.01% 1772
2024
Q3 		$6.34M Buy
464,408
+96,061
+26% +$1.29M ﹤0.01% 1794
2024
Q2 		$4.75M Buy
368,347
+89,590
+32% +$1.04M ﹤0.01% 1897
2024
Q1 		$3.33M Buy
278,757
+184,581
+196% +$1.88M ﹤0.01% 2099
2023
Q4 		$784K Buy
94,176
+56,095
+147% +$453K ﹤0.01% 3272
2023
Q3 		$276K Buy
38,081
+17,586
+86% +$132K ﹤0.01% 3992
2023
Q2 		$162K Buy
20,495
+5,384
+36% +$33.1K ﹤0.01% 4216
2023
Q1 		$71.9K Buy
+15,111
New +$67.3K ﹤0.01% 4261

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 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

LPL Financial's NU Position: Q2 2026 in Review

LPL Financial increased its Nu Holdings (NU) stake by 38% in Q2 2026, buying an estimated $4.76M and bringing the position to 1,291,450 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

LPL Financial first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $18M in Q4 2025. 393 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • LPL Financial held 1,291,450 shares of Nu Holdings worth $17.3M as of Q2 2026.
  • LPL Financial bought 353,462 Nu Holdings shares in Q2 2026, an estimated $4.76M.
  • Nu Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1693 holding.
  • LPL Financial first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's Nu Holdings position peaked at $18M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.