Yousif Capital Management’s Nu Holdings NU Stock Holding History

Yousif Capital Management’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	$1.28M	Buy	96,099 +958	+1%	+$12.9K	0.01%	910
2026 Q1	$1.37M	Buy	95,141 +48	+0.1%	+$778	0.02%	877
2025 Q4	$1.61M	Buy	95,093 +435	+0.5%	+$6.99K	0.02%	823
2025 Q3	$1.52M	Buy	94,658 +3,407	+4%	+$47.5K	0.02%	868
2025 Q2	$1.25M	Sell	91,251 -1,669	-2%	-$20K	0.01%	1004
2025 Q1	$952K	Buy	92,920 +1,416	+2%	+$16.7K	0.01%	1134
2024 Q4	$948K	Buy	91,504 +720	+0.8%	+$9.58K	0.01%	1183
2024 Q3	$1.24M	Buy	90,784 +55,756	+159%	+$750K	0.01%	1052
2024 Q2	$452K	Buy	35,028 +8,195	+31%	+$95.4K	0.01%	1515
2024 Q1	$320K	Buy	26,833 +2,641	+11%	+$27K	﹤0.01%	1709
2023 Q4	$202K	Buy	24,192 +1,261	+5%	+$10.2K	﹤0.01%	1880
2023 Q3	$166K	Buy	22,931 +3,195	+16%	+$23.9K	﹤0.01%	1878
2023 Q2	$156K	Buy	+19,736	New	+$121K	﹤0.01%	1870

Other funds holding NU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management's NU Position: Q2 2026 in Review

Yousif Capital Management increased its Nu Holdings (NU) stake by 1% in Q2 2026, buying an estimated $12.9K and bringing the position to 96,099 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #910.

Yousif Capital Management first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.61M in Q4 2025. 153 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Yousif Capital Management held 96,099 shares of Nu Holdings worth $1.28M as of Q2 2026.
Yousif Capital Management bought 958 Nu Holdings shares in Q2 2026, an estimated $12.9K.
Nu Holdings made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #910 holding.
Yousif Capital Management first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Yousif Capital Management's Nu Holdings position peaked at $1.61M in Q4 2025.
153 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.