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Root Financial Partners’s Nu Holdings NU Stock Holding History

Root Financial 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 		$16K Buy
1,114
+788
+242% +$12.8K ﹤0.01% 1444
2025
Q4 		$5.46K Buy
326
+63
+24% +$1.01K ﹤0.01% 1738
2025
Q3 		$4.21K Buy
+263
New +$3.67K ﹤0.01% 1786

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Root Financial Partners's NU Position: Q1 2026 in Review

Root Financial Partners increased its Nu Holdings (NU) stake by 242% in Q1 2026, buying an estimated $12.8K and bringing the position to 1,114 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Root Financial Partners first reported a position in NU in Q3 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Root Financial Partners held 1,114 shares of Nu Holdings worth $16K as of Q1 2026.
  • Root Financial Partners bought 788 Nu Holdings shares in Q1 2026, an estimated $12.8K.
  • Nu Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1444 holding.
  • Root Financial Partners first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.