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Transamerica Financial Advisors’s Nu Holdings NU Stock Holding History

Transamerica 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 		$801 Sell
60
-5
-8% -$67 ﹤0.01% 1556
2026
Q1 		$934 Buy
65
+41
+171% +$665 ﹤0.01% 1354
2025
Q4 		$402 Buy
+24
New +$386 ﹤0.01% 1404

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

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

Transamerica Financial Advisors reduced its Nu Holdings (NU) stake by 7.7% in Q2 2026, selling an estimated $67 and leaving 60 shares worth $801. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Transamerica Financial Advisors first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $934 in Q1 2026. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Transamerica Financial Advisors held 60 shares of Nu Holdings worth $801 as of Q2 2026.
  • Transamerica Financial Advisors sold 5 Nu Holdings shares in Q2 2026, an estimated $67.
  • Nu Holdings made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1556 holding.
  • Transamerica Financial Advisors first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Nu Holdings position peaked at $934 in Q1 2026.
  • 855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.