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Sunbelt Securities’s Nu Holdings NU Stock Holding History

Sunbelt Securities’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 		$4.86K Sell
338
-12
-3% -$195 ﹤0.01% 1688
2025
Q4 		$5.86K Buy
350
+12
+4% +$193 ﹤0.01% 1591
2025
Q3 		$5.41K Buy
338
+91
+37% +$1.27K ﹤0.01% 1605
2025
Q2 		$2.56K Hold
247
– – ﹤0.01% 1562
2025
Q1 		$2.53K Hold
247
– – ﹤0.01% 1541
2024
Q4 		$2.63K Hold
247
– – ﹤0.01% 1558
2024
Q3 		$3.37K Buy
+247
New +$3.32K ﹤0.01% 1526

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

Sunbelt Securities's NU Position: Q1 2026 in Review

Sunbelt Securities reduced its Nu Holdings (NU) stake by 3.4% in Q1 2026, selling an estimated $195 and leaving 338 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Sunbelt Securities first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.86K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Sunbelt Securities held 338 shares of Nu Holdings worth $4.86K as of Q1 2026.
  • Sunbelt Securities sold 12 Nu Holdings shares in Q1 2026, an estimated $195.
  • Nu Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1688 holding.
  • Sunbelt Securities first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
  • Sunbelt Securities's Nu Holdings position peaked at $5.86K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.