SBK Financial
NU icon

SBK Financial’s Nu Holdings NU Stock Holding History

SBK 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
Q3 		$19K Hold
1,500
– – 0.01% 158
2026
Q2 		$20K Buy
1,500
+1,407
+1,513% +$19K 0.01% 165
2026
Q1 		$1.34K Buy
+93
New +$1.51K ﹤0.01% 359

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

SBK Financial's NU Position: Q3 2026 in Review

SBK Financial held its Nu Holdings (NU) position steady in Q3 2026 at 1,500 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #158.

SBK Financial first reported a position in NU in Q1 2026 and has held it in 3 quarters since. The position peaked at $20K in Q2 2026. 654 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • SBK Financial held 1,500 shares of Nu Holdings worth $19K as of Q3 2026.
  • SBK Financial left its Nu Holdings share count unchanged in Q3 2026.
  • Nu Holdings made up 0.01% of SBK Financial's portfolio in Q3 2026, its #158 holding.
  • SBK Financial first reported a position in Nu Holdings in Q1 2026 and has held it in 3 quarters since.
  • SBK Financial's Nu Holdings position peaked at $20K in Q2 2026.
  • 654 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.