Shufro Rose & Co’s Nu Holdings NU Stock Holding History

Shufro Rose & Co’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	$228K	Hold	17,045	–	–	0.01%	271
2026 Q1	$245K	Hold	17,045	–	–	0.02%	259
2025 Q4	$285K	Hold	17,045	–	–	0.02%	239
2025 Q3	$175K	Hold	17,045	–	–	0.01%	292
2025 Q2	$175K	Hold	17,045	–	–	0.01%	288
2025 Q1	$175K	Hold	17,045	–	–	0.01%	290
2024 Q4	$177K	Hold	17,045	–	–	0.01%	276
2024 Q3	$220K	Hold	17,045	–	–	0.02%	278
2024 Q2	$220K	Hold	17,045	–	–	0.02%	278
2024 Q1	$203K	Hold	17,045	–	–	0.02%	279
2023 Q4	$124K	Hold	17,045	–	–	0.01%	285
2023 Q3	$124K	Hold	17,045	–	–	0.01%	286
2023 Q2	$134K	Hold	17,045	–	–	0.01%	288
2023 Q1	$81.1K	Hold	17,045	–	–	0.01%	300
2022 Q4	$69.4K	Hold	17,045	–	–	0.01%	318
2022 Q3	$75K	Buy	+17,045	New	+$78.2K	0.01%	308

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

Shufro Rose & Co's NU Position: Q2 2026 in Review

Shufro Rose & Co held its Nu Holdings (NU) position steady in Q2 2026 at 17,045 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #271.

Shufro Rose & Co first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $285K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Shufro Rose & Co held 17,045 shares of Nu Holdings worth $228K as of Q2 2026.
Shufro Rose & Co left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.01% of Shufro Rose & Co's portfolio in Q2 2026, its #271 holding.
Shufro Rose & Co first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
Shufro Rose & Co's Nu Holdings position peaked at $285K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.