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 Q2	$8.08M	Buy	604,638 +148,520	+33%	+$2M	﹤0.01%	2341
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's NU Position: Q2 2026 in Review

Raymond James Financial increased its Nu Holdings (NU) stake by 33% in Q2 2026, buying an estimated $2M and bringing the position to 604,638 shares worth $8.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Raymond James Financial first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.48M in Q3 2025. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Raymond James Financial held 604,638 shares of Nu Holdings worth $8.08M as of Q2 2026.
Raymond James Financial bought 148,520 Nu Holdings shares in Q2 2026, an estimated $2M.
Nu Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2341 holding.
Raymond James Financial first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Nu Holdings position peaked at $8.48M in Q3 2025.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.