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 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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ancora Advisors's NU Position: Q1 2026 in Review

Ancora Advisors reduced its Nu Holdings (NU) stake by 4.8% in Q1 2026, selling an estimated $4.64K and leaving 5,712 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Ancora Advisors first reported a position in NU in Q3 2022 and has held it in 15 quarters since. The position peaked at $100K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Ancora Advisors held 5,712 shares of Nu Holdings worth $82.1K as of Q1 2026.
Ancora Advisors sold 286 Nu Holdings shares in Q1 2026, an estimated $4.64K.
Nu Holdings made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #968 holding.
Ancora Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 15 quarters since.
Ancora Advisors's Nu Holdings position peaked at $100K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.