Personal CFO Solutions’s Nu Holdings NU Stock Holding History

Personal CFO Solutions’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	$603K	Sell	45,123 -1,919	-4%	-$25.9K	0.09%	208
2026 Q1	$676K	Buy	47,042 +5	+0%	+$81	0.1%	194
2025 Q4	$787K	Sell	47,037 -1,743	-4%	-$28K	0.13%	154
2025 Q3	$781K	Buy	48,780 +2,449	+5%	+$34.2K	0.14%	153
2025 Q2	$636K	Buy	46,331 +4,249	+10%	+$50.9K	0.12%	184
2025 Q1	$431K	Sell	42,082 -9,940	-19%	-$117K	0.09%	241
2024 Q4	$539K	Sell	52,022 -10,122	-16%	-$135K	0.11%	191
2024 Q3	$848K	Sell	62,144 -183	-0.3%	-$2.46K	0.12%	180
2024 Q2	$803K	Buy	62,327 +1,227	+2%	+$14.3K	0.12%	161
2024 Q1	$729K	Buy	+61,100	New	+$624K	0.11%	189

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

Personal CFO Solutions's NU Position: Q2 2026 in Review

Personal CFO Solutions reduced its Nu Holdings (NU) stake by 4.1% in Q2 2026, selling an estimated $25.9K and leaving 45,123 shares worth $603K. The position accounts for 0.09% of the portfolio, ranked #208.

Personal CFO Solutions first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $848K in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Personal CFO Solutions held 45,123 shares of Nu Holdings worth $603K as of Q2 2026.
Personal CFO Solutions sold 1,919 Nu Holdings shares in Q2 2026, an estimated $25.9K.
Nu Holdings made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #208 holding.
Personal CFO Solutions first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Personal CFO Solutions's Nu Holdings position peaked at $848K in Q3 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.