RhumbLine Advisers’s Nu Holdings NU Stock Holding History

RhumbLine Advisers’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	$44.9M	Sell	3,359,767 -128,138	-4%	-$1.73M	0.03%	424
2026 Q1	$50.1M	Sell	3,487,905 -71,989	-2%	-$1.17M	0.04%	361
2025 Q4	$59.6M	Sell	3,559,894 -94,055	-3%	-$1.51M	0.05%	303
2025 Q3	$58.5M	Buy	3,653,949 +127,489	+4%	+$1.78M	0.05%	319
2025 Q2	$48.4M	Sell	3,526,460 -544,265	-13%	-$6.52M	0.04%	372
2025 Q1	$41.7M	Sell	4,070,725 -10,254	-0.3%	-$121K	0.04%	396
2024 Q4	$42.3M	Sell	4,080,979 -20,169	-0.5%	-$268K	0.04%	388
2024 Q3	$56M	Buy	4,101,148 +409,800	+11%	+$5.51M	0.05%	310
2024 Q2	$47.6M	Buy	3,691,348 +1,120,045	+44%	+$13M	0.04%	339
2024 Q1	$30.7M	Sell	2,571,303 -283,447	-10%	-$2.89M	0.03%	499
2023 Q4	$23.8M	Buy	2,854,750 +16,484	+0.6%	+$133K	0.02%	580
2023 Q3	$20.6M	Sell	2,838,266 -23,384	-0.8%	-$175K	0.02%	613
2023 Q2	$22.6M	Buy	2,861,650 +2,837,553	+11,776%	+$17.4M	0.03%	593
2023 Q1	$115K	Buy	+24,097	New	+$107K	﹤0.01%	2838

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

RhumbLine Advisers's NU Position: Q2 2026 in Review

RhumbLine Advisers reduced its Nu Holdings (NU) stake by 3.7% in Q2 2026, selling an estimated $1.73M and leaving 3,359,767 shares worth $44.9M. The position accounts for 0.03% of the portfolio, ranked #424.

RhumbLine Advisers first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $59.6M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

RhumbLine Advisers held 3,359,767 shares of Nu Holdings worth $44.9M as of Q2 2026.
RhumbLine Advisers sold 128,138 Nu Holdings shares in Q2 2026, an estimated $1.73M.
Nu Holdings made up 0.03% of RhumbLine Advisers's portfolio in Q2 2026, its #424 holding.
RhumbLine Advisers first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
RhumbLine Advisers's Nu Holdings position peaked at $59.6M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.