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Overbrook Management Corp’s Nu Holdings NU Stock Holding History

Overbrook Management Corp’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
Q3 		– Sell
-29,061
Closed -$388K – 70
2026
Q2 		$388K Buy
+29,061
New +$392K 0.06% 53

Other funds holding NU

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Overbrook Management Corp's NU Position: Q3 2026 in Review

Overbrook Management Corp sold out of Nu Holdings (NU) in Q3 2026, closing a stake of 29,061 shares — an estimated $388K sold.

Overbrook Management Corp first reported a position in NU in Q2 2026 and held it in 1 quarter. The position peaked at $388K in Q2 2026. 21 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Overbrook Management Corp reported no remaining Nu Holdings position as of Q3 2026 after selling out during the quarter.
  • Overbrook Management Corp sold 29,061 Nu Holdings shares in Q3 2026, an estimated $388K.
  • Overbrook Management Corp first reported a position in Nu Holdings in Q2 2026 and held it in 1 quarter.
  • Overbrook Management Corp's Nu Holdings position peaked at $388K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.