Perigon Wealth Management’s Nu Holdings NU Stock Holding History

Perigon Wealth Management’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	$238K	Sell	18,799 -1,631	-8%	-$23.1K	﹤0.01%	1283
2026 Q2	$273K	Sell	20,430 -1,528	-7%	-$20.6K	﹤0.01%	1179
2026 Q1	$316K	Buy	21,958 +299	+1%	+$4.85K	0.01%	1001
2025 Q4	$363K	Buy	21,659 +1,390	+7%	+$22.3K	0.01%	946
2025 Q3	$325K	Buy	20,269 +273	+1%	+$3.81K	0.01%	920
2025 Q2	$274K	Buy	19,996 +5,355	+37%	+$64.1K	0.01%	869
2025 Q1	$150K	Buy	14,641 +1,136	+8%	+$13.4K	﹤0.01%	993
2024 Q4	$152K	Buy	13,505 +1,216	+10%	+$16.2K	﹤0.01%	1005
2024 Q3	$168K	Sell	12,289 -606	-5%	-$8.15K	﹤0.01%	954
2024 Q2	$166K	Buy	+12,895	New	+$150K	﹤0.01%	826

Other funds holding NU

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Perigon Wealth Management's NU Position: Q3 2026 in Review

Perigon Wealth Management reduced its Nu Holdings (NU) stake by 8% in Q3 2026, selling an estimated $23.1K and leaving 18,799 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Perigon Wealth Management first reported a position in NU in Q2 2024 and has held it in 10 quarters since. The position peaked at $363K in Q4 2025. 360 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Perigon Wealth Management held 18,799 shares of Nu Holdings worth $238K as of Q3 2026.
Perigon Wealth Management sold 1,631 Nu Holdings shares in Q3 2026, an estimated $23.1K.
Nu Holdings made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1283 holding.
Perigon Wealth Management first reported a position in Nu Holdings in Q2 2024 and has held it in 10 quarters since.
Perigon Wealth Management's Nu Holdings position peaked at $363K in Q4 2025.
360 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.