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TFC Financial Management’s Nu Holdings NU Stock Holding History

TFC Financial Management’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 		$78.6K Buy
5,880
+3,983
+210% +$53.7K 0.01% 246
2026
Q1 		$27.3K Buy
1,897
+3
+0.2% +$49 ﹤0.01% 323
2025
Q4 		$31.7K Buy
1,894
+14
+0.7% +$225 ﹤0.01% 315
2025
Q3 		$30.1K Hold
1,880
– – ﹤0.01% 313
2025
Q2 		$25.8K Sell
1,880
-1,234
-40% -$14.8K ﹤0.01% 318
2025
Q1 		$31.9K Buy
3,114
+1,325
+74% +$15.7K ﹤0.01% 284
2024
Q4 		$18.5K Buy
1,789
+160
+10% +$2.13K ﹤0.01% 320
2024
Q3 		$22.2K Buy
1,629
+173
+12% +$2.33K ﹤0.01% 315
2024
Q2 		$18.8K Buy
1,456
+884
+155% +$10.3K ﹤0.01% 299
2024
Q1 		$6.82K Buy
+572
New +$5.84K ﹤0.01% 362

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

TFC Financial Management's NU Position: Q2 2026 in Review

TFC Financial Management increased its Nu Holdings (NU) stake by 210% in Q2 2026, buying an estimated $53.7K and bringing the position to 5,880 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #246.

TFC Financial Management first reported a position in NU in Q1 2024 and has held it in 10 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • TFC Financial Management held 5,880 shares of Nu Holdings worth $78.6K as of Q2 2026.
  • TFC Financial Management bought 3,983 Nu Holdings shares in Q2 2026, an estimated $53.7K.
  • Nu Holdings made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #246 holding.
  • TFC Financial Management first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.