BAMCO Inc’s Nu Holdings NU Stock Holding History

BAMCO Inc’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	$74.8M	Buy	5,597,914 +2,068,263	+59%	+$27.9M	0.11%	89
2026 Q1	$50.7M	Buy	3,529,651 +194,361	+6%	+$3.15M	0.15%	110
2025 Q4	$55.8M	Buy	3,335,290 +1,596,516	+92%	+$25.7M	0.15%	119
2025 Q3	$27.8M	Buy	1,738,774 +310,365	+22%	+$4.33M	0.07%	191
2025 Q2	$19.6M	Buy	1,428,409 +225,341	+19%	+$2.7M	0.05%	202
2025 Q1	$12.3M	Sell	1,203,068 -1,947,622	-62%	-$23M	0.04%	228
2024 Q4	$32.6M	Sell	3,150,690 -559,266	-15%	-$7.44M	0.08%	168
2024 Q3	$50.6M	Sell	3,709,956 -1,592,969	-30%	-$21.4M	0.13%	131
2024 Q2	$68.4M	Sell	5,302,925 -2,191,984	-29%	-$25.5M	0.2%	103
2024 Q1	$89.4M	Buy	7,494,909 +179,839	+2%	+$1.84M	0.24%	80
2023 Q4	$60.9M	Buy	7,315,070 +3,024,935	+71%	+$24.4M	0.16%	118
2023 Q3	$31.1M	Buy	4,290,135 +4,190,135	+4,190%	+$31.3M	0.09%	155
2023 Q2	$789K	Buy	+100,000	New	+$614K	﹤0.01%	316

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

BAMCO Inc's NU Position: Q2 2026 in Review

BAMCO Inc increased its Nu Holdings (NU) stake by 59% in Q2 2026, buying an estimated $27.9M and bringing the position to 5,597,914 shares worth $74.8M. The position accounts for 0.11% of the portfolio, ranked #89.

BAMCO Inc first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $89.4M in Q1 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

BAMCO Inc held 5,597,914 shares of Nu Holdings worth $74.8M as of Q2 2026.
BAMCO Inc bought 2,068,263 Nu Holdings shares in Q2 2026, an estimated $27.9M.
Nu Holdings made up 0.11% of BAMCO Inc's portfolio in Q2 2026, its #89 holding.
BAMCO Inc first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
BAMCO Inc's Nu Holdings position peaked at $89.4M in Q1 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.