TC
NU icon

Trust Company’s Nu Holdings NU Stock Holding History

Trust Company’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 		$418 Hold
33
– – ﹤0.01% 789
2026
Q2 		$441 Hold
33
– – ﹤0.01% 789
2026
Q1 		$474 Hold
33
– – ﹤0.01% 729
2025
Q4 		$552 Buy
+33
New +$530 ﹤0.01% 672

Other funds holding NU

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
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
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 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

Trust Company's NU Position: Q3 2026 in Review

Trust Company held its Nu Holdings (NU) position steady in Q3 2026 at 33 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Trust Company first reported a position in NU in Q4 2025 and has held it in 4 quarters since. The position peaked at $552 in Q4 2025. 21 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Trust Company held 33 shares of Nu Holdings worth $418 as of Q3 2026.
  • Trust Company left its Nu Holdings share count unchanged in Q3 2026.
  • Nu Holdings made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #789 holding.
  • Trust Company first reported a position in Nu Holdings in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Nu Holdings position peaked at $552 in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.