Sequoia Financial Advisors’s Nu Holdings NU Stock Holding History

Sequoia Financial Advisors’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	$2.69M	Buy	201,341 +4,664	+2%	+$62.9K	0.01%	514
2026 Q1	$2.83M	Buy	196,677 +17,140	+10%	+$278K	0.02%	479
2025 Q4	$3.01M	Buy	179,537 +2,789	+2%	+$44.8K	0.02%	451
2025 Q3	$2.83M	Buy	176,748 +6,263	+4%	+$87.4K	0.02%	433
2025 Q2	$2.34M	Buy	170,485 +5,588	+3%	+$66.9K	0.02%	434
2025 Q1	$1.69M	Buy	164,897 +138,211	+518%	+$1.63M	0.01%	476
2024 Q4	$276K	Buy	26,686 +14,065	+111%	+$187K	﹤0.01%	1056
2024 Q3	$172K	Buy	+12,621	New	+$170K	﹤0.01%	1181

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

Sequoia Financial Advisors's NU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Nu Holdings (NU) stake by 2.4% in Q2 2026, buying an estimated $62.9K and bringing the position to 201,341 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #514.

Sequoia Financial Advisors first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.01M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sequoia Financial Advisors held 201,341 shares of Nu Holdings worth $2.69M as of Q2 2026.
Sequoia Financial Advisors bought 4,664 Nu Holdings shares in Q2 2026, an estimated $62.9K.
Nu Holdings made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #514 holding.
Sequoia Financial Advisors first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's Nu Holdings position peaked at $3.01M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.