Regal Partners’s Nu Holdings NU Stock Holding History

Regal Partners’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	$236K	Sell	16,390 -185,000	-92%	-$3M	0.01%	101
2025 Q4	$3.37M	Buy	201,390 +190,515	+1,752%	+$3.06M	0.19%	42
2025 Q3	$174K	Buy	+10,875	New	+$152K	0.01%	84
2025 Q1	–	Sell	-199,816	Closed	-$2.07M	–	62
2024 Q4	$2.07M	Buy	199,816 +9,348	+5%	+$124K	0.21%	35
2024 Q3	$2.6M	Buy	190,468 +40,503	+27%	+$545K	0.23%	36
2024 Q2	$1.93M	Buy	149,965 +49,965	+50%	+$582K	0.2%	36
2024 Q1	$1.19M	Buy	+100,000	New	+$1.02M	0.12%	33

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

Regal Partners's NU Position: Q1 2026 in Review

Regal Partners reduced its Nu Holdings (NU) stake by 92% in Q1 2026, selling an estimated $3M and leaving 16,390 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #101.

Regal Partners first reported a position in NU in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.37M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Regal Partners held 16,390 shares of Nu Holdings worth $236K as of Q1 2026.
Regal Partners sold 185,000 Nu Holdings shares in Q1 2026, an estimated $3M.
Nu Holdings made up 0.01% of Regal Partners's portfolio in Q1 2026, its #101 holding.
Regal Partners first reported a position in Nu Holdings in Q1 2024 and has held it in 7 quarters since.
Regal Partners's Nu Holdings position peaked at $3.37M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Regal Partners's 13F filing for Q1 2026, filed 15 May 2026.