SBI Securities’s Nu Holdings NU Stock Holding History

SBI Securities’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	$1.79M	Sell	134,132 -30,503	-19%	-$411K	0.04%	206
2026 Q1	$2.37M	Sell	164,635 -95,161	-37%	-$1.54M	0.06%	159
2025 Q4	$4.35M	Buy	259,796 +113,392	+77%	+$1.82M	0.11%	106
2025 Q3	$2.34M	Sell	146,404 -13,542	-8%	-$189K	0.06%	175
2025 Q2	$2.19M	Sell	159,946 -46,119	-22%	-$552K	0.06%	174
2025 Q1	$2.11M	Buy	206,065 +38,349	+23%	+$453K	0.07%	154
2024 Q4	$1.74M	Buy	+167,716	New	+$2.23M	0.05%	175

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

SBI Securities's NU Position: Q2 2026 in Review

SBI Securities reduced its Nu Holdings (NU) stake by 19% in Q2 2026, selling an estimated $411K and leaving 134,132 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #206.

SBI Securities first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.35M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

SBI Securities held 134,132 shares of Nu Holdings worth $1.79M as of Q2 2026.
SBI Securities sold 30,503 Nu Holdings shares in Q2 2026, an estimated $411K.
Nu Holdings made up 0.04% of SBI Securities's portfolio in Q2 2026, its #206 holding.
SBI Securities first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Nu Holdings position peaked at $4.35M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.