Root Financial Partners
NU icon

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
Q3 		$20.3K Buy
+1,605
New +$22.8K ﹤0.01% 1547
2026
Q2 		– Sell
-1,114
Closed -$16K – 2234
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Milestones Administradora de Recursos
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Root Financial Partners's NU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nu Holdings (NU) in Q3 2026: 1,605 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NU as recently as Q1 2026.

Root Financial Partners first reported a position in NU in Q3 2025 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Root Financial Partners held 1,605 shares of Nu Holdings worth $20.3K as of Q3 2026.
  • Nu Holdings was a new Root Financial Partners position in Q3 2026.
  • Nu Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1547 holding.
  • Root Financial Partners first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • 234 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.