VFA
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Valeo Financial Advisors’s Nu Holdings NU Stock Holding History

Valeo 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
Q3 		$155K Buy
+12,274
New +$174K ﹤0.01% 796

Other funds holding NU

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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's NU Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Nu Holdings (NU) in Q3 2026: 12,274 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

18 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Valeo Financial Advisors held 12,274 shares of Nu Holdings worth $155K as of Q3 2026.
  • Nu Holdings was a new Valeo Financial Advisors position in Q3 2026.
  • Nu Holdings made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #796 holding.
  • 18 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.