Stifel Financial
NU icon

Stifel Financial’s Nu Holdings NU Stock Holding History

Stifel 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
Q1 		$11.3M Buy
784,265
+12,462
+2% +$202K 0.01% 892
2025
Q4 		$12.9M Buy
771,803
+81,571
+12% +$1.31M 0.01% 829
2025
Q3 		$11.1M Sell
690,232
-9,711
-1% -$135K 0.01% 905
2025
Q2 		$9.6M Buy
699,943
+5,287
+0.8% +$63.3K 0.01% 902
2025
Q1 		$7.11M Sell
694,656
-132,339
-16% -$1.56M 0.01% 1009
2024
Q4 		$8.57M Sell
826,995
-350,485
-30% -$4.66M 0.01% 924
2024
Q3 		$16.1M Buy
1,177,480
+92,475
+9% +$1.24M 0.02% 678
2024
Q2 		$14M Sell
1,085,005
-8,986
-0.8% -$105K 0.02% 683
2024
Q1 		$13.1M Buy
+1,093,991
New +$11.2M 0.01% 709
2022
Q3 		– Sell
-12,961
Closed -$49K – 3354
2022
Q2 		$49K Buy
+12,961
New +$65.8K ﹤0.01% 3232
2022
Q1 		– Sell
-189,181
Closed -$1.77M – 3456
2021
Q4 		$1.77M Buy
+189,181
New +$1.86M ﹤0.01% 1708

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stifel Financial's NU Position: Q1 2026 in Review

Stifel Financial increased its Nu Holdings (NU) stake by 1.6% in Q1 2026, buying an estimated $202K and bringing the position to 784,265 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #892.

Stifel Financial first reported a position in NU in Q4 2021 and has held it in 11 quarters since. The position peaked at $16.1M in Q3 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Stifel Financial held 784,265 shares of Nu Holdings worth $11.3M as of Q1 2026.
  • Stifel Financial bought 12,462 Nu Holdings shares in Q1 2026, an estimated $202K.
  • Nu Holdings made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #892 holding.
  • Stifel Financial first reported a position in Nu Holdings in Q4 2021 and has held it in 11 quarters since.
  • Stifel Financial's Nu Holdings position peaked at $16.1M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.