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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

NU holding history

Nu Holdings Ltd. in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NU overviewAll 13F holders of NUFull Q2 2026 holdings

Shares (Q2 2026)
91,489
Value
$1.25M
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of NU by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,489$1.25M<0.1%+37,036+68.0%AddedHolders
Q1 202654,453$782.5K<0.1%+6,356+13.2%AddedHolders
Q4 202548,097$805.1K<0.1%+10,517+28.0%AddedHolders
Q3 202537,580$601.7K<0.1%+23,736+171.5%AddedHolders
Q2 202513,844$189.9K<0.1%−695−4.8%ReducedHolders
Q1 202514,539$148.9K<0.1%+14,539NewHolders