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Trifecta Capital Advisors’s Nu Holdings NU Stock Holding History

Trifecta Capital 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
Q1 		– Sell
-236
Closed -$3.95K – 285
2025
Q4 		$3.95K Buy
+236
New +$3.79K ﹤0.01% 247

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

Trifecta Capital Advisors's NU Position: Q1 2026 in Review

Trifecta Capital Advisors sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 236 shares — an estimated $3.95K sold.

Trifecta Capital Advisors first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $3.95K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Trifecta Capital Advisors reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 236 Nu Holdings shares in Q1 2026, an estimated $3.95K.
  • Trifecta Capital Advisors first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Nu Holdings position peaked at $3.95K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.