Amalgamated Bank’s Nu Holdings NU Stock Holding History

Amalgamated Bank’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	$3.38M	Sell	253,337 -36,524	-13%	-$492K	0.02%	597
2026 Q1	$4.17M	Sell	289,861 -20,526	-7%	-$333K	0.03%	488
2025 Q4	$5.2M	Buy	310,387 +40,640	+15%	+$653K	0.04%	400
2025 Q3	$4.32M	Buy	269,747 +29,561	+12%	+$412K	0.03%	484
2025 Q2	$3.29M	Buy	240,186 +12,601	+6%	+$151K	0.03%	577
2025 Q1	$2.33M	Buy	227,585 +11,516	+5%	+$136K	0.02%	709
2024 Q4	$2.24M	Buy	216,069 +5,279	+3%	+$70.2K	0.02%	755
2024 Q3	$2.88M	Sell	210,790 -4,272	-2%	-$57.5K	0.02%	659
2024 Q2	$2.77M	Buy	215,062 +67,216	+45%	+$783K	0.02%	713
2024 Q1	$1.76M	Sell	147,846 -110,711	-43%	-$1.13M	0.02%	895
2023 Q4	$2.15M	Sell	258,557 -4,364	-2%	-$35.3K	0.02%	883
2023 Q3	$1.91M	Buy	262,921 +21,494	+9%	+$161K	0.02%	884
2023 Q2	$1.91M	Buy	+241,427	New	+$1.48M	0.02%	911

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Amalgamated Bank's NU Position: Q2 2026 in Review

Amalgamated Bank reduced its Nu Holdings (NU) stake by 13% in Q2 2026, selling an estimated $492K and leaving 253,337 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #597.

Amalgamated Bank first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.2M in Q4 2025. 391 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Amalgamated Bank held 253,337 shares of Nu Holdings worth $3.38M as of Q2 2026.
Amalgamated Bank sold 36,524 Nu Holdings shares in Q2 2026, an estimated $492K.
Nu Holdings made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #597 holding.
Amalgamated Bank first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Amalgamated Bank's Nu Holdings position peaked at $5.2M in Q4 2025.
391 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.