Raymond James Financial’s Nu Holdings NU Stock Holding History

Raymond James Financial’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	$6.55M	Sell	456,118 -1,489	-0.3%	-$24.1K	﹤0.01%	2373
2025 Q4	$7.66M	Sell	457,607 -72,012	-14%	-$1.16M	﹤0.01%	2181
2025 Q3	$8.48M	Buy	529,619 +38,989	+8%	+$544K	﹤0.01%	2059
2025 Q2	$6.73M	Sell	490,630 -38,383	-7%	-$460K	﹤0.01%	2166
2025 Q1	$5.42M	Buy	529,013 +191,265	+57%	+$2.26M	﹤0.01%	2272
2024 Q4	$3.5M	Buy	+337,748	New	+$4.49M	﹤0.01%	2565

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

Raymond James Financial's NU Position: Q1 2026 in Review

Raymond James Financial reduced its Nu Holdings (NU) stake by 0.33% in Q1 2026, selling an estimated $24.1K and leaving 456,118 shares worth $6.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Raymond James Financial first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.48M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Raymond James Financial held 456,118 shares of Nu Holdings worth $6.55M as of Q1 2026.
Raymond James Financial sold 1,489 Nu Holdings shares in Q1 2026, an estimated $24.1K.
Nu Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2373 holding.
Raymond James Financial first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Nu Holdings position peaked at $8.48M in Q3 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.