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Vision Financial Markets’s Nu Holdings NU Stock Holding History

Vision Financial Markets’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
Q2 		$215 Hold
16
– – ﹤0.01% 385
2026
Q1 		$230 Hold
16
– – ﹤0.01% 394
2025
Q4 		$268 Hold
16
– – ﹤0.01% 373
2025
Q3 		$257 Hold
16
– – ﹤0.01% 402
2025
Q2 		$220 Hold
16
– – ﹤0.01% 404
2025
Q1 		$164 Buy
+16
New +$189 ﹤0.01% 405

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Vision Financial Markets's NU Position: Q2 2026 in Review

Vision Financial Markets held its Nu Holdings (NU) position steady in Q2 2026 at 16 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Vision Financial Markets first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $268 in Q4 2025. 351 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Vision Financial Markets held 16 shares of Nu Holdings worth $215 as of Q2 2026.
  • Vision Financial Markets left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #385 holding.
  • Vision Financial Markets first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's Nu Holdings position peaked at $268 in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.