Bank of America’s Nu Holdings NU Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-1,399,450	Closed	-$22.4M	–	8062
2025 Q3	$22.4M	Sell	1,399,450 -1,815,850	-56%	-$25.3M	﹤0.01%	2517
2025 Q2	$44.1M	Sell	3,215,300 -780,004	-20%	-$9.34M	﹤0.01%	1805
2025 Q1	$40.9M	Buy	3,995,304 +1,557,704	+64%	+$18.4M	﹤0.01%	1768
2024 Q4	$25.3M	Buy	2,437,600 +439,000	+22%	+$5.84M	﹤0.01%	2086
2024 Q3	$27.3M	Buy	1,998,600 +1,406,000	+237%	+$18.9M	﹤0.01%	2105
2024 Q2	$7.64M	Buy	+592,600	New	+$6.9M	﹤0.01%	3215
2024 Q1	–	Sell	-1,292,000	Closed	-$10.8M	–	8051
2023 Q4	$10.8M	Sell	1,292,000 -3,146,500	-71%	-$25.4M	﹤0.01%	2815
2023 Q3	$32.2M	Sell	4,438,500 -147,800	-3%	-$1.11M	﹤0.01%	1598
2023 Q2	$36.2M	Sell	4,586,300 -1,114,300	-20%	-$6.85M	﹤0.01%	1549
2023 Q1	$27.1M	Sell	5,700,600 -149,400	-3%	-$666K	﹤0.01%	1843
2022 Q4	$23.8M	Buy	+5,850,000	New	+$25.4M	﹤0.01%	1875
2022 Q3	–	Sell	-258,300	Closed	-$966K	–	8076
2022 Q2	$966K	Buy	+258,300	New	+$1.31M	﹤0.01%	4946

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

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 $3.37T AUM 44.26% 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

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

TCMX

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

Bank of America's NU Position: Q1 2026 in Review

Bank of America increased its Nu Holdings (NU) stake by 8.6% in Q1 2026, buying an estimated $59.3M and bringing the position to 45,966,932 shares worth $661M. The position accounts for 0.05% of the portfolio, ranked #337.

Bank of America first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $708M in Q4 2025. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Bank of America held 45,966,932 shares of Nu Holdings worth $661M as of Q1 2026.
Bank of America bought 3,656,945 Nu Holdings shares in Q1 2026, an estimated $59.3M.
Nu Holdings made up 0.05% of Bank of America's portfolio in Q1 2026, its #337 holding.
Bank of America first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
Bank of America's Nu Holdings position peaked at $708M in Q4 2025.
900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.