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Principal Securities’s Nu Holdings NU Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,849
Closed -$45.6K – 2776
2025
Q3 		$45.6K Sell
2,849
-318
-10% -$4.44K ﹤0.01% 1990
2025
Q2 		$43.5K Buy
3,167
+2,369
+297% +$28.4K ﹤0.01% 1957
2025
Q1 		$8.27K Hold
798
– – ﹤0.01% 2598
2024
Q4 		$8.27K Sell
798
-88
-10% -$1.17K ﹤0.01% 2594
2024
Q3 		$12.1K Sell
886
-26
-3% -$350 ﹤0.01% 2351
2024
Q2 		$11.8K Sell
912
-314
-26% -$3.66K ﹤0.01% 2321
2024
Q1 		$14.6K Buy
1,226
+86
+8% +$878 ﹤0.01% 2164
2023
Q4 		$9.5K Buy
+1,140
New +$9.21K ﹤0.01% 2269

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principal Securities's NU Position: Q4 2025 in Review

Principal Securities sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 2,849 shares — an estimated $45.6K sold.

Principal Securities first reported a position in NU in Q4 2023 and held it in 8 quarters. The position peaked at $45.6K in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Principal Securities reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,849 Nu Holdings shares in Q4 2025, an estimated $45.6K.
  • Principal Securities first reported a position in Nu Holdings in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Nu Holdings position peaked at $45.6K in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.