XML Financial’s Nu Holdings NU Stock Holding History

XML Financial’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	–	Sell	-12,317	Closed	-$206K	–	450
2025 Q4	$206K	Buy	+12,317	New	+$198K	0.02%	416

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

XML Financial's NU Position: Q1 2026 in Review

XML Financial sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 12,317 shares — an estimated $206K sold.

XML Financial first reported a position in NU in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

XML Financial reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
XML Financial sold 12,317 Nu Holdings shares in Q1 2026, an estimated $206K.
XML Financial first reported a position in Nu Holdings in Q4 2025 and held it in 1 quarter.
XML Financial's Nu Holdings position peaked at $206K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.