Pension & Wealth Management Advisors »

Nu Hldgs Ltd Ord Shs Cl A shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of Nu Hldgs Ltd Ord Shs Cl A (NU) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in Nu Hldgs Ltd Ord Shs Cl A

Tip: Access up to 7 years of quarterly data

All positions including Nu Hldgs Ltd Ord Shs Cl A held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nu Hldgs Ltd Ord Shs Cl A by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $448k 34k 13.36
2026-03-31 $529k 37k 14.37
2025-12-31 $656k 39k 16.74

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Nu Hldgs Ltd Ord Shs Cl A

BlackRock
Baillie Gifford & Co
Morgan Stanley
Capital Research Global Investors
State Street Corporation
FMR
WCM Investment Management
Bank of America Corporation
T. Rowe Price Associates
Technology Crossover Management X
Goldman Sachs Group
Lone Pine Capital
Jennison Associates
Larch Capital Partners
Sands Capital Management

View all funds holding Nu Hldgs Ltd Ord Shs Cl A