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Toth Financial Advisory’s Nu Holdings NU Stock Holding History

Toth Financial Advisory’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
Q3 		$18.5K Sell
1,461
-217
-13% -$3.08K ﹤0.01% 516
2026
Q2 		$22.4K Hold
1,678
– – ﹤0.01% 492
2026
Q1 		$24.1K Sell
1,678
-49,842
-97% -$808K ﹤0.01% 465
2025
Q4 		$862K Buy
51,520
+50,000
+3,289% +$804K 0.09% 145
2025
Q3 		$24.3K Hold
1,520
– – ﹤0.01% 447
2025
Q2 		$20.9K Hold
1,520
– – ﹤0.01% 428
2025
Q1 		$15.6K Hold
1,520
– – ﹤0.01% 422
2024
Q4 		$15.7K Sell
1,520
-2,500
-62% -$33.3K ﹤0.01% 422
2024
Q3 		$54.9K Buy
+4,020
New +$54.1K 0.01% 287
2023
Q2 		– Sell
-6,000
Closed -$28.6K – 858
2023
Q1 		$28.6K Buy
6,000
+2,000
+50% +$8.91K ﹤0.01% 342
2022
Q4 		$16.3K Buy
+4,000
New +$17.4K ﹤0.01% 397

Other funds holding NU

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory's NU Position: Q3 2026 in Review

Toth Financial Advisory reduced its Nu Holdings (NU) stake by 13% in Q3 2026, selling an estimated $3.08K and leaving 1,461 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Toth Financial Advisory first reported a position in NU in Q4 2022 and has held it in 11 quarters since. The position peaked at $862K in Q4 2025. 17 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Toth Financial Advisory held 1,461 shares of Nu Holdings worth $18.5K as of Q3 2026.
  • Toth Financial Advisory sold 217 Nu Holdings shares in Q3 2026, an estimated $3.08K.
  • Nu Holdings made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #516 holding.
  • Toth Financial Advisory first reported a position in Nu Holdings in Q4 2022 and has held it in 11 quarters since.
  • Toth Financial Advisory's Nu Holdings position peaked at $862K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.