TPG Financial Advisors’s Nu Holdings NU Stock Holding History

TPG Financial Advisors’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	$1.08M	Buy	80,832 +28	+0%	+$377	0.32%	32
2026 Q1	$1.16M	Sell	80,804 -28	-0%	-$454	0.38%	31
2025 Q4	$1.35M	Sell	80,832 -12,472	-13%	-$200K	0.45%	32
2025 Q3	$1.49M	Sell	93,304 -21,607	-19%	-$301K	0.56%	30
2025 Q2	$1.58M	Hold	114,911	–	–	0.63%	30
2025 Q1	$1.18M	Hold	114,911	–	–	0.52%	29
2024 Q4	$1.19M	Hold	114,911	–	–	0.52%	30
2024 Q3	$1.57M	Sell	114,911 -33,647	-23%	-$453K	0.71%	25
2024 Q2	$1.91M	Buy	+148,558	New	+$1.73M	0.91%	25
2023 Q4	$1.15M	Sell	129,679 -2,771	-2%	-$22.4K	0.59%	28
2023 Q3	$960K	Buy	132,450 +19,513	+17%	+$146K	0.5%	29
2023 Q2	$891K	Buy	112,937 +41,068	+57%	+$252K	0.47%	31
2023 Q1	$342K	Buy	71,869 +20,534	+40%	+$91.5K	0.19%	39
2022 Q4	$209K	Buy	51,335 +30,801	+150%	+$134K	0.13%	44
2022 Q3	$90K	Buy	+20,534	New	+$94.3K	0.06%	45

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

TPG Financial Advisors's NU Position: Q2 2026 in Review

TPG Financial Advisors increased its Nu Holdings (NU) stake by 0.03% in Q2 2026, buying an estimated $377 and bringing the position to 80,832 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #32.

TPG Financial Advisors first reported a position in NU in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

TPG Financial Advisors held 80,832 shares of Nu Holdings worth $1.08M as of Q2 2026.
TPG Financial Advisors bought 28 Nu Holdings shares in Q2 2026, an estimated $377.
Nu Holdings made up 0.32% of TPG Financial Advisors's portfolio in Q2 2026, its #32 holding.
TPG Financial Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 15 quarters since.
TPG Financial Advisors's Nu Holdings position peaked at $1.91M in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.