SC
NU icon

Syon Capital’s Nu Holdings NU Stock Holding History

Syon Capital’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 		$2.29M Sell
159,171
-1,629
-1% -$26.4K 0.12% 131
2025
Q4 		$2.69M Buy
160,800
+86,482
+116% +$1.39M 0.13% 115
2025
Q3 		$1.19M Buy
74,318
+57,071
+331% +$796K 0.06% 219
2025
Q2 		$237K Buy
17,247
+430
+3% +$5.15K 0.02% 636
2025
Q1 		$172K Buy
+16,817
New +$199K 0.01% 553

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

Syon Capital's NU Position: Q1 2026 in Review

Syon Capital reduced its Nu Holdings (NU) stake by 1% in Q1 2026, selling an estimated $26.4K and leaving 159,171 shares worth $2.29M. The position accounts for 0.12% of the portfolio, ranked #131.

Syon Capital first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.69M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Syon Capital held 159,171 shares of Nu Holdings worth $2.29M as of Q1 2026.
  • Syon Capital sold 1,629 Nu Holdings shares in Q1 2026, an estimated $26.4K.
  • Nu Holdings made up 0.12% of Syon Capital's portfolio in Q1 2026, its #131 holding.
  • Syon Capital first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
  • Syon Capital's Nu Holdings position peaked at $2.69M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.