Summit Trail Advisors’s Nu Holdings NU Stock Holding History

Summit Trail 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	$1.25M	Buy	91,489 +37,036	+68%	+$499K	0.02%	882
2026 Q1	$782K	Buy	54,453 +6,356	+13%	+$103K	0.01%	1020
2025 Q4	$805K	Buy	48,097 +10,517	+28%	+$169K	0.01%	916
2025 Q3	$602K	Buy	37,580 +23,736	+171%	+$331K	0.01%	1021
2025 Q2	$190K	Sell	13,844 -695	-5%	-$8.32K	﹤0.01%	1066
2025 Q1	$149K	Buy	+14,539	New	+$172K	﹤0.01%	393

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

Summit Trail Advisors's NU Position: Q2 2026 in Review

Summit Trail Advisors increased its Nu Holdings (NU) stake by 68% in Q2 2026, buying an estimated $499K and bringing the position to 91,489 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #882.

Summit Trail Advisors first reported a position in NU in Q1 2025 and has held it in 6 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Summit Trail Advisors held 91,489 shares of Nu Holdings worth $1.25M as of Q2 2026.
Summit Trail Advisors bought 37,036 Nu Holdings shares in Q2 2026, an estimated $499K.
Nu Holdings made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #882 holding.
Summit Trail Advisors first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.