Merit Financial Group’s Nu Holdings NU Stock Holding History

Merit 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	$482K	Sell	36,062 -5,886	-14%	-$79.3K	﹤0.01%	1516
2026 Q1	$603K	Sell	41,948 -22,519	-35%	-$365K	﹤0.01%	1258
2025 Q4	$1.08M	Buy	64,467 +6,848	+12%	+$110K	0.01%	914
2025 Q3	$922K	Buy	57,619 +24,487	+74%	+$342K	0.01%	900
2025 Q2	$455K	Buy	33,132 +15,542	+88%	+$186K	0.01%	1145
2025 Q1	$180K	Buy	17,590 +2,281	+15%	+$27K	﹤0.01%	1317
2024 Q4	$159K	Buy	+15,309	New	+$204K	﹤0.01%	1113
2024 Q3	–	Sell	-15,391	Closed	-$198K	–	918
2024 Q2	$198K	Buy	15,391 +943	+7%	+$11K	﹤0.01%	868
2024 Q1	$169K	Buy	+14,448	New	+$148K	﹤0.01%	825

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Merit Financial Group reduced its Nu Holdings (NU) stake by 14% in Q2 2026, selling an estimated $79.3K and leaving 36,062 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Merit Financial Group first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2025. 103 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Merit Financial Group held 36,062 shares of Nu Holdings worth $482K as of Q2 2026.
Merit Financial Group sold 5,886 Nu Holdings shares in Q2 2026, an estimated $79.3K.
Nu Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1516 holding.
Merit Financial Group first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Merit Financial Group's Nu Holdings position peaked at $1.08M in Q4 2025.
103 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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