Riverbend Wealth Management’s Nu Holdings NU Stock Holding History

Riverbend Wealth Management’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
2025 Q4	–	Sell	-11,000	Closed	-$176K	–	155
2025 Q3	$176K	Buy	+11,000	New	+$153K	0.12%	135

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Riverbend Wealth Management's NU Position: Q4 2025 in Review

Riverbend Wealth Management sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 11,000 shares — an estimated $176K sold.

Riverbend Wealth Management first reported a position in NU in Q3 2025 and held it in 1 quarter. The position peaked at $176K in Q3 2025. 871 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Riverbend Wealth Management reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Riverbend Wealth Management sold 11,000 Nu Holdings shares in Q4 2025, an estimated $176K.
Riverbend Wealth Management first reported a position in Nu Holdings in Q3 2025 and held it in 1 quarter.
Riverbend Wealth Management's Nu Holdings position peaked at $176K in Q3 2025.
871 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Riverbend Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.