PFS Partners’s Nu Holdings NU Stock Holding History

PFS Partners’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	$6.92K	Hold	518	–	–	﹤0.01%	418
2026 Q1	$7.44K	Hold	518	–	–	﹤0.01%	394
2025 Q4	$8.67K	Hold	518	–	–	﹤0.01%	373
2025 Q3	$8.29K	Sell	518 -1,500	-74%	-$20.9K	﹤0.01%	363
2025 Q2	$27.7K	Hold	2,018	–	–	0.01%	207
2025 Q1	$20.7K	Hold	2,018	–	–	0.01%	226
2024 Q4	$20.9K	Buy	2,018 +18	+0.9%	+$239	0.01%	219
2024 Q3	$27.3K	Hold	2,000	–	–	0.02%	185
2024 Q2	$25.8K	Hold	2,000	–	–	0.02%	172
2024 Q1	$23.9K	Hold	2,000	–	–	0.02%	183
2023 Q4	$16.7K	Hold	2,000	–	–	0.01%	205
2023 Q3	$14.5K	Hold	2,000	–	–	0.01%	206
2023 Q2	$15.8K	Hold	2,000	–	–	0.01%	209
2023 Q1	$9.52K	Buy	+2,000	New	+$8.91K	0.01%	220

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

PFS Partners's NU Position: Q2 2026 in Review

PFS Partners held its Nu Holdings (NU) position steady in Q2 2026 at 518 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

PFS Partners first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.7K in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

PFS Partners held 518 shares of Nu Holdings worth $6.92K as of Q2 2026.
PFS Partners left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #418 holding.
PFS Partners first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
PFS Partners's Nu Holdings position peaked at $27.7K in Q2 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.