Magnus Financial Group’s Nu Holdings NU Stock Holding History

Magnus Financial Group’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	$1.05M	Sell	78,957 -23	-0%	-$310	0.07%	158
2026 Q1	$1.13M	Buy	78,980 +23	+0%	+$373	0.09%	142
2025 Q4	$1.32M	Sell	78,957 -10	-0%	-$161	0.1%	143
2025 Q3	$1.26M	Buy	78,967 +10	+0%	+$139	0.1%	148
2025 Q2	$1.08M	Hold	78,957	–	–	0.1%	155
2025 Q1	$809K	Hold	78,957	–	–	0.08%	172
2024 Q4	$818K	Hold	78,957	–	–	0.08%	165
2024 Q3	$1.08M	Sell	78,957 -26	-0%	-$350	0.11%	143
2024 Q2	$1.02M	Buy	+78,983	New	+$920K	0.11%	135

Other funds holding NU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MADR

Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Magnus Financial Group's NU Position: Q2 2026 in Review

Magnus Financial Group reduced its Nu Holdings (NU) stake by 0.03% in Q2 2026, selling an estimated $310 and leaving 78,957 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #158.

Magnus Financial Group first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q4 2025. 168 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Magnus Financial Group held 78,957 shares of Nu Holdings worth $1.05M as of Q2 2026.
Magnus Financial Group sold 23 Nu Holdings shares in Q2 2026, an estimated $310.
Nu Holdings made up 0.07% of Magnus Financial Group's portfolio in Q2 2026, its #158 holding.
Magnus Financial Group first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Magnus Financial Group's Nu Holdings position peaked at $1.32M in Q4 2025.
168 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.