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Pinnbrook Capital Management’s Nu Holdings NU Stock Holding History

Pinnbrook Capital 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
Q1 		– Sell
-82,060
Closed -$1.37M – 95
2025
Q4 		$1.37M Buy
+82,060
New +$1.32M 0.19% 97

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnbrook Capital Management's NU Position: Q1 2026 in Review

Pinnbrook Capital Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 82,060 shares — an estimated $1.37M sold.

Pinnbrook Capital Management first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $1.37M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Pinnbrook Capital Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Pinnbrook Capital Management sold 82,060 Nu Holdings shares in Q1 2026, an estimated $1.37M.
  • Pinnbrook Capital Management first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
  • Pinnbrook Capital Management's Nu Holdings position peaked at $1.37M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Pinnbrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.