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 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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rakuten Securities's NU Position: Q1 2026 in Review

Rakuten Securities reduced its Nu Holdings (NU) stake by 66% in Q1 2026, selling an estimated $495K and leaving 15,538 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #119.

Rakuten Securities first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $771K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Rakuten Securities held 15,538 shares of Nu Holdings worth $223K as of Q1 2026.
Rakuten Securities sold 30,513 Nu Holdings shares in Q1 2026, an estimated $495K.
Nu Holdings made up 0.09% of Rakuten Securities's portfolio in Q1 2026, its #119 holding.
Rakuten Securities first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Rakuten Securities's Nu Holdings position peaked at $771K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.