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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
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 $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

Rossby Financial's NU Position: Q1 2026 in Review

Rossby Financial increased its Nu Holdings (NU) stake by 4,878% in Q1 2026, buying an estimated $21.3K and bringing the position to 1,344 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Rossby Financial first reported a position in NU in Q3 2025 and has held it in 3 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Rossby Financial held 1,344 shares of Nu Holdings worth $19.4K as of Q1 2026.
  • Rossby Financial bought 1,317 Nu Holdings shares in Q1 2026, an estimated $21.3K.
  • Nu Holdings made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1023 holding.
  • Rossby Financial first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.