NBC Securities’s Nu Holdings NU Stock Holding History

NBC Securities’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	$21.7K	Sell	1,623 -1,337	-45%	-$18K	﹤0.01%	1618
2026 Q1	$42.5K	Buy	2,960 +659	+29%	+$10.7K	﹤0.01%	1386
2025 Q4	$38.5K	Hold	2,301	–	–	﹤0.01%	1458
2025 Q3	$36.8K	Hold	2,301	–	–	﹤0.01%	1459
2025 Q2	$31K	Sell	2,301 -560	-20%	-$6.71K	﹤0.01%	1518
2025 Q1	$29K	Buy	2,861 +2,860	+286,000%	+$33.8K	﹤0.01%	1339
2024 Q4	$19	Buy	+1	New	+$13	﹤0.01%	1151

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

NBC Securities's NU Position: Q2 2026 in Review

NBC Securities reduced its Nu Holdings (NU) stake by 45% in Q2 2026, selling an estimated $18K and leaving 1,623 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

NBC Securities first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.5K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

NBC Securities held 1,623 shares of Nu Holdings worth $21.7K as of Q2 2026.
NBC Securities sold 1,337 Nu Holdings shares in Q2 2026, an estimated $18K.
Nu Holdings made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1618 holding.
NBC Securities first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
NBC Securities's Nu Holdings position peaked at $42.5K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.