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Rossby Financial’s Nu Holdings NU Stock Holding History

Rossby Financial’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 		$1.72K Sell
129
-1,215
-90% -$16.4K ﹤0.01% 1775
2026
Q1 		$19.4K Buy
1,344
+1,317
+4,878% +$21.3K ﹤0.01% 1023
2025
Q4 		$452 Hold
27
– – ﹤0.01% 1657
2025
Q3 		$410 Buy
+27
New +$377 ﹤0.01% 1389

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Rossby Financial's NU Position: Q2 2026 in Review

Rossby Financial reduced its Nu Holdings (NU) stake by 90% in Q2 2026, selling an estimated $16.4K and leaving 129 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Rossby Financial first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.4K in Q1 2026. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Rossby Financial held 129 shares of Nu Holdings worth $1.72K as of Q2 2026.
  • Rossby Financial sold 1,215 Nu Holdings shares in Q2 2026, an estimated $16.4K.
  • Nu Holdings made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1775 holding.
  • Rossby Financial first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • Rossby Financial's Nu Holdings position peaked at $19.4K in Q1 2026.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.