Pinnacle Wealth Planning Services’s Nu Holdings NU Stock Holding History

Pinnacle Wealth Planning Services’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	$239K	Buy	18,882 +1,538	+9%	+$21.8K	0.02%	440
2026 Q2	$232K	Sell	17,344 -2,712	-14%	-$36.6K	0.02%	468
2026 Q1	$288K	Buy	20,056 +2,123	+12%	+$34.4K	0.03%	351
2025 Q4	$300K	Buy	17,933 +882	+5%	+$14.2K	0.03%	323
2025 Q3	$273K	Buy	17,051 +1,577	+10%	+$22K	0.03%	355
2025 Q2	$212K	Sell	15,474 -797	-5%	-$9.5K	0.03%	406
2025 Q1	$167K	Buy	+16,271	New	+$192K	0.03%	369
2024 Q4	–	Sell	-20,320	Closed	-$277K	–	511
2024 Q3	$277K	Buy	20,320 +1,200	+6%	+$16.1K	0.04%	331
2024 Q2	$246K	Buy	19,120 +1,356	+8%	+$15.8K	0.04%	349
2024 Q1	$212K	Buy	+17,764	New	+$181K	0.03%	406

Other funds holding NU

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

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's NU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Nu Holdings (NU) stake by 8.9% in Q3 2026, buying an estimated $21.8K and bringing the position to 18,882 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #440.

Pinnacle Wealth Planning Services first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $300K in Q4 2025. 261 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Pinnacle Wealth Planning Services held 18,882 shares of Nu Holdings worth $239K as of Q3 2026.
Pinnacle Wealth Planning Services bought 1,538 Nu Holdings shares in Q3 2026, an estimated $21.8K.
Nu Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #440 holding.
Pinnacle Wealth Planning Services first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Nu Holdings position peaked at $300K in Q4 2025.
261 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.