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Twin Peaks Wealth Advisors’s Nu Holdings NU Stock Holding History

Twin Peaks Wealth 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 		$15.8K Buy
+1,097
New +$17.8K ﹤0.01% 815
2025
Q3 		– Sell
-900
Closed -$11K – 1450
2025
Q2 		$11K Buy
+900
New +$10.8K ﹤0.01% 888

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

Twin Peaks Wealth Advisors's NU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Nu Holdings (NU) in Q1 2026: 1,097 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NU in Q2 2025 and has held it in 2 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,097 shares of Nu Holdings worth $15.8K as of Q1 2026.
  • Nu Holdings was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Nu Holdings made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #815 holding.
  • Twin Peaks Wealth Advisors first reported a position in Nu Holdings in Q2 2025 and has held it in 2 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.