Pekin Hardy Strauss’s Nu Holdings NU Stock Holding History

Pekin Hardy Strauss’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
2023 Q4	–	Sell	-5,000	Closed	-$36.3K	–	324
2023 Q3	$36.3K	Hold	5,000	–	–	0.01%	307
2023 Q2	$39.5K	Hold	5,000	–	–	﹤0.01%	307
2023 Q1	$23.8K	Hold	5,000	–	–	﹤0.01%	311
2022 Q4	$20.4K	Hold	5,000	–	–	﹤0.01%	311
2022 Q3	$22K	Hold	5,000	–	–	﹤0.01%	308
2022 Q2	$19K	Buy	+5,000	New	+$25.4K	﹤0.01%	318

Other funds holding NU

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pekin Hardy Strauss's NU Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Nu Holdings (NU) stake by 23% in Q2 2026, selling an estimated $146K and leaving 36,000 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #322.

Pekin Hardy Strauss first reported a position in NU in Q4 2021 and has held it in 11 quarters since. The position peaked at $673K in Q1 2026. 325 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Pekin Hardy Strauss held 36,000 shares of Nu Holdings worth $481K as of Q2 2026.
Pekin Hardy Strauss sold 10,850 Nu Holdings shares in Q2 2026, an estimated $146K.
Nu Holdings made up 0.04% of Pekin Hardy Strauss's portfolio in Q2 2026, its #322 holding.
Pekin Hardy Strauss first reported a position in Nu Holdings in Q4 2021 and has held it in 11 quarters since.
Pekin Hardy Strauss's Nu Holdings position peaked at $673K in Q1 2026.
325 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.