SAA
NU icon

Southeast Asset Advisors’s Nu Holdings NU Stock Holding History

Southeast Asset 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 		$284K Hold
21,230
– – 0.03% 184
2026
Q1 		$305K Sell
21,230
-2
-0% -$32 0.03% 173
2025
Q4 		$355K Sell
21,232
-21,230
-50% -$341K 0.03% 165
2025
Q3 		$680K Buy
+42,462
New +$592K 0.07% 117

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Southeast Asset Advisors's NU Position: Q2 2026 in Review

Southeast Asset Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 21,230 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #184.

Southeast Asset Advisors first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $680K in Q3 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Southeast Asset Advisors held 21,230 shares of Nu Holdings worth $284K as of Q2 2026.
  • Southeast Asset Advisors left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.03% of Southeast Asset Advisors's portfolio in Q2 2026, its #184 holding.
  • Southeast Asset Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • Southeast Asset Advisors's Nu Holdings position peaked at $680K in Q3 2025.
  • 858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.