Rakuten Securities’s Nu Holdings NU Stock Holding History

Rakuten 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
2026 Q2	$247K	Buy	18,458 +2,920	+19%	+$39.4K	0.06%	130
2026 Q1	$223K	Sell	15,538 -30,513	-66%	-$495K	0.09%	119
2025 Q4	$771K	Buy	46,051 +20,826	+83%	+$335K	0.25%	60
2025 Q3	$404K	Sell	25,225 -11,801	-32%	-$165K	0.15%	85
2025 Q2	$508K	Sell	37,026 -9,696	-21%	-$116K	0.2%	73
2025 Q1	$478K	Sell	46,722 -3,436	-7%	-$40.6K	0.24%	65
2024 Q4	$520K	Buy	50,158 +26,191	+109%	+$348K	0.2%	57
2024 Q3	$327K	Sell	23,967 -17,674	-42%	-$238K	0.14%	66
2024 Q2	$537K	Buy	41,641 +29,152	+233%	+$339K	0.23%	57
2024 Q1	$149K	Buy	+12,489	New	+$128K	0.07%	107

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

Rakuten Securities's NU Position: Q2 2026 in Review

Rakuten Securities increased its Nu Holdings (NU) stake by 19% in Q2 2026, buying an estimated $39.4K and bringing the position to 18,458 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #130.

Rakuten Securities first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $771K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Rakuten Securities held 18,458 shares of Nu Holdings worth $247K as of Q2 2026.
Rakuten Securities bought 2,920 Nu Holdings shares in Q2 2026, an estimated $39.4K.
Nu Holdings made up 0.06% of Rakuten Securities's portfolio in Q2 2026, its #130 holding.
Rakuten Securities first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Rakuten Securities's Nu Holdings position peaked at $771K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.