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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
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
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

Summit Trail Advisors's NU Position: Q1 2026 in Review

Summit Trail Advisors increased its Nu Holdings (NU) stake by 13% in Q1 2026, buying an estimated $103K and bringing the position to 54,453 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #1020.

Summit Trail Advisors first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $805K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Summit Trail Advisors held 54,453 shares of Nu Holdings worth $782K as of Q1 2026.
  • Summit Trail Advisors bought 6,356 Nu Holdings shares in Q1 2026, an estimated $103K.
  • Nu Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1020 holding.
  • Summit Trail Advisors first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's Nu Holdings position peaked at $805K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.