TIAM2
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Tru Independence Asset Management 2’s Nu Holdings NU Stock Holding History

Tru Independence Asset Management 2’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 		$289K Buy
20,118
+118
+0.6% +$1.91K 0.18% 71
2025
Q4 		$335K Buy
+20,000
New +$321K 0.21% 67

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
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 $3.37T AUM 44.26% 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

Tru Independence Asset Management 2's NU Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Nu Holdings (NU) stake by 0.59% in Q1 2026, buying an estimated $1.91K and bringing the position to 20,118 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #71.

Tru Independence Asset Management 2 first reported a position in NU in Q4 2025 and has held it in 2 quarters since. The position peaked at $335K in Q4 2025. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Tru Independence Asset Management 2 held 20,118 shares of Nu Holdings worth $289K as of Q1 2026.
  • Tru Independence Asset Management 2 bought 118 Nu Holdings shares in Q1 2026, an estimated $1.91K.
  • Nu Holdings made up 0.18% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #71 holding.
  • Tru Independence Asset Management 2 first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • Tru Independence Asset Management 2's Nu Holdings position peaked at $335K in Q4 2025.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.