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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
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 $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

TFC Financial Management's NU Position: Q1 2026 in Review

TFC Financial Management increased its Nu Holdings (NU) stake by 0.16% in Q1 2026, buying an estimated $49 and bringing the position to 1,897 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

TFC Financial Management first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $31.9K in Q1 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • TFC Financial Management held 1,897 shares of Nu Holdings worth $27.3K as of Q1 2026.
  • TFC Financial Management bought 3 Nu Holdings shares in Q1 2026, an estimated $49.
  • Nu Holdings made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #323 holding.
  • TFC Financial Management first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
  • TFC Financial Management's Nu Holdings position peaked at $31.9K in Q1 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.