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Pathway Financial Advisers’s Nu Holdings NU Stock Holding History

Pathway Financial Advisers’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
Q1 		– Sell
-10,040
Closed -$168K – 173
2025
Q4 		$168K Sell
10,040
-403
-4% -$6.48K 0.05% 160
2025
Q3 		$167K Buy
+10,443
New +$146K 0.05% 159

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pathway Financial Advisers's NU Position: Q1 2026 in Review

Pathway Financial Advisers sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 10,040 shares — an estimated $168K sold.

Pathway Financial Advisers first reported a position in NU in Q3 2025 and held it in 2 quarters. The position peaked at $168K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Pathway Financial Advisers reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Pathway Financial Advisers sold 10,040 Nu Holdings shares in Q1 2026, an estimated $168K.
  • Pathway Financial Advisers first reported a position in Nu Holdings in Q3 2025 and held it in 2 quarters.
  • Pathway Financial Advisers's Nu Holdings position peaked at $168K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.