NFJ Investment Group’s Nu Holdings NU Stock Holding History

NFJ Investment 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	$1.37M	Sell	102,406 -2,513	-2%	-$33.9K	0.05%	168
2026 Q1	$1.51M	Sell	104,919 -127	-0.1%	-$2.06K	0.06%	169
2025 Q4	$1.76M	Buy	105,046 +98,373	+1,474%	+$1.58M	0.06%	171
2025 Q3	$107K	Buy	+6,673	New	+$93.1K	﹤0.01%	222

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

NFJ Investment Group's NU Position: Q2 2026 in Review

NFJ Investment Group reduced its Nu Holdings (NU) stake by 2.4% in Q2 2026, selling an estimated $33.9K and leaving 102,406 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #168.

NFJ Investment Group first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.76M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

NFJ Investment Group held 102,406 shares of Nu Holdings worth $1.37M as of Q2 2026.
NFJ Investment Group sold 2,513 Nu Holdings shares in Q2 2026, an estimated $33.9K.
Nu Holdings made up 0.05% of NFJ Investment Group's portfolio in Q2 2026, its #168 holding.
NFJ Investment Group first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
NFJ Investment Group's Nu Holdings position peaked at $1.76M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.