Newbridge Financial Services Group’s Nu Holdings NU Stock Holding History

Newbridge Financial Services 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	$53.4K	Hold	4,000	–	–	0.01%	472
2026 Q1	$57.5K	Hold	4,000	–	–	0.01%	401
2025 Q4	$67K	Sell	4,000 -4,000	-50%	-$64.3K	0.01%	373
2025 Q3	$128K	Hold	8,000	–	–	0.02%	357
2025 Q2	$110K	Hold	8,000	–	–	0.02%	361
2025 Q1	$81.9K	Hold	8,000	–	–	0.02%	288
2024 Q4	$82.9K	Sell	8,000 -100	-1%	-$1.33K	0.02%	300
2024 Q3	$111K	Hold	8,100	–	–	0.04%	187
2024 Q2	$104K	Hold	8,100	–	–	0.04%	260
2024 Q1	$96.6K	Buy	8,100 +100	+1%	+$1.02K	0.04%	294
2023 Q4	$66.6K	Hold	8,000	–	–	0.03%	340
2023 Q3	$58K	Hold	8,000	–	–	0.03%	381
2023 Q2	$63.1K	Hold	8,000	–	–	0.03%	404
2023 Q1	$38.1K	Buy	8,000 +5,000	+167%	+$22.3K	0.02%	529
2022 Q4	$12.2K	Hold	3,000	–	–	0.01%	866
2022 Q3	$13K	Hold	3,000	–	–	0.01%	818
2022 Q2	$11K	Buy	+3,000	New	+$15.2K	0.01%	839

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

Newbridge Financial Services Group's NU Position: Q2 2026 in Review

Newbridge Financial Services Group held its Nu Holdings (NU) position steady in Q2 2026 at 4,000 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #472.

Newbridge Financial Services Group first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $128K in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Newbridge Financial Services Group held 4,000 shares of Nu Holdings worth $53.4K as of Q2 2026.
Newbridge Financial Services Group left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #472 holding.
Newbridge Financial Services Group first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Newbridge Financial Services Group's Nu Holdings position peaked at $128K in Q3 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.