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PFG Investments’s Nu Holdings NU Stock Holding History

PFG Investments’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
2025
Q1 		– Sell
-36,990
Closed -$383K – 1072
2024
Q4 		$383K Buy
36,990
+3,961
+12% +$52.7K 0.02% 603
2024
Q3 		$451K Sell
33,029
-934
-3% -$12.6K 0.03% 533
2024
Q2 		$438K Buy
+33,963
New +$395K 0.03% 497

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

PFG Investments's NU Position: Q1 2025 in Review

PFG Investments sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 36,990 shares — an estimated $383K sold.

PFG Investments first reported a position in NU in Q2 2024 and held it in 3 quarters. The position peaked at $451K in Q3 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • PFG Investments reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • PFG Investments sold 36,990 Nu Holdings shares in Q1 2025, an estimated $383K.
  • PFG Investments first reported a position in Nu Holdings in Q2 2024 and held it in 3 quarters.
  • PFG Investments's Nu Holdings position peaked at $451K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on PFG Investments's 13F filing for Q1 2025, filed 22 Apr 2025.