Mackenzie Financial’s Nu Holdings NU Stock Holding History

Mackenzie 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	$10.9M	Buy	814,472 +93,317	+13%	+$1.26M	0.01%	606
2026 Q1	$10.4M	Buy	721,155 +23,832	+3%	+$386K	0.01%	517
2025 Q4	$11.7M	Sell	697,323 -10,475	-1%	-$168K	0.01%	474
2025 Q3	$11.3M	Buy	707,798 +219,097	+45%	+$3.06M	0.01%	475
2025 Q2	$6.7M	Sell	488,701 -237,815	-33%	-$2.85M	0.01%	547
2025 Q1	$7.44M	Buy	+726,516	New	+$8.59M	0.01%	507
2024 Q1	–	Sell	-17,914	Closed	-$149K	–	1588
2023 Q4	$149K	Sell	17,914 -8,900	-33%	-$71.9K	﹤0.01%	1370
2023 Q3	$183K	Sell	26,814 -10,354	-28%	-$77.5K	﹤0.01%	1289
2023 Q2	$296K	Sell	37,168 -10,603	-22%	-$65.1K	﹤0.01%	1174
2023 Q1	$227K	Buy	+47,771	New	+$213K	﹤0.01%	1303

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Mackenzie Financial's NU Position: Q2 2026 in Review

Mackenzie Financial increased its Nu Holdings (NU) stake by 13% in Q2 2026, buying an estimated $1.26M and bringing the position to 814,472 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #606.

Mackenzie Financial first reported a position in NU in Q1 2023 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Mackenzie Financial held 814,472 shares of Nu Holdings worth $10.9M as of Q2 2026.
Mackenzie Financial bought 93,317 Nu Holdings shares in Q2 2026, an estimated $1.26M.
Nu Holdings made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #606 holding.
Mackenzie Financial first reported a position in Nu Holdings in Q1 2023 and has held it in 10 quarters since.
Mackenzie Financial's Nu Holdings position peaked at $11.7M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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