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Wedmont Private Capital’s Nu Holdings NU Stock Holding History

Wedmont Private Capital’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 		$937K Buy
60,955
+10,189
+20% +$144K 0.02% 410
2026
Q2 		$699K Sell
50,766
-1,412
-3% -$19K 0.02% 454
2026
Q1 		$757K Sell
52,178
-2,869
-5% -$46.5K 0.02% 377
2025
Q4 		$963K Buy
55,047
+17,611
+47% +$283K 0.03% 298
2025
Q3 		$566K Buy
37,436
+1,181
+3% +$16.5K 0.02% 430
2025
Q2 		$495K Buy
36,255
+6,474
+22% +$77.5K 0.02% 435
2025
Q1 		$314K Buy
29,781
+8,308
+39% +$98.2K 0.02% 504
2024
Q4 		$235K Sell
21,473
-3,951
-16% -$52.6K 0.01% 609
2024
Q3 		$334K Buy
25,424
+2,600
+11% +$35K 0.02% 482
2024
Q2 		$306K Buy
22,824
+3,060
+15% +$35.6K 0.02% 489
2024
Q1 		$234K Buy
19,764
+2,089
+12% +$21.3K 0.02% 519
2023
Q4 		$157K Buy
+17,675
New +$143K 0.01% 544

Other funds holding NU

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
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

Wedmont Private Capital's NU Position: Q3 2026 in Review

Wedmont Private Capital increased its Nu Holdings (NU) stake by 20% in Q3 2026, buying an estimated $144K and bringing the position to 60,955 shares worth $937K. The position accounts for 0.02% of the portfolio, ranked #410.

Wedmont Private Capital first reported a position in NU in Q4 2023 and has held it in 12 quarters since. The position peaked at $963K in Q4 2025. 19 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Wedmont Private Capital held 60,955 shares of Nu Holdings worth $937K as of Q3 2026.
  • Wedmont Private Capital bought 10,189 Nu Holdings shares in Q3 2026, an estimated $144K.
  • Nu Holdings made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #410 holding.
  • Wedmont Private Capital first reported a position in Nu Holdings in Q4 2023 and has held it in 12 quarters since.
  • Wedmont Private Capital's Nu Holdings position peaked at $963K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.