Ancora Advisors’s Nu Holdings NU Stock Holding History

Ancora Advisors’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	$76.3K	Hold	5,712	–	–	﹤0.01%	965
2026 Q1	$82.1K	Sell	5,712 -286	-5%	-$4.64K	﹤0.01%	968
2025 Q4	$100K	Buy	5,998 +286	+5%	+$4.6K	﹤0.01%	908
2025 Q3	$91.4K	Hold	5,712	–	–	﹤0.01%	891
2025 Q2	$78.4K	Hold	5,712	–	–	﹤0.01%	927
2025 Q1	$58.5K	Hold	5,712	–	–	﹤0.01%	980
2024 Q4	$59.2K	Hold	5,712	–	–	﹤0.01%	966
2024 Q3	$78K	Hold	5,712	–	–	﹤0.01%	884
2024 Q2	$73.6K	Hold	5,712	–	–	﹤0.01%	865
2024 Q1	$68.1K	Hold	5,712	–	–	﹤0.01%	885
2023 Q4	$47.6K	Hold	5,712	–	–	﹤0.01%	956
2023 Q3	$41.4K	Hold	5,712	–	–	﹤0.01%	965
2023 Q2	$45.1K	Buy	5,712 +1,400	+32%	+$8.6K	﹤0.01%	934
2023 Q1	$20.5K	Hold	4,312	–	–	﹤0.01%	1127
2022 Q4	$18K	Hold	4,312	–	–	﹤0.01%	1211
2022 Q3	$19K	Buy	+4,312	New	+$19.8K	﹤0.01%	1361

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ancora Advisors's NU Position: Q2 2026 in Review

Ancora Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 5,712 shares worth $76.3K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Ancora Advisors first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $100K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Ancora Advisors held 5,712 shares of Nu Holdings worth $76.3K as of Q2 2026.
Ancora Advisors left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #965 holding.
Ancora Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
Ancora Advisors's Nu Holdings position peaked at $100K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.