Bank of America
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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
-2,998,067
Closed -$48M – 8063
2025
Q3 		$48M Sell
2,998,067
-891,233
-23% -$12.4M ﹤0.01% 1792
2025
Q2 		$53.4M Buy
3,889,300
+1,657,700
+74% +$19.8M ﹤0.01% 1649
2025
Q1 		$22.9M Sell
2,231,600
-3,166,100
-59% -$37.4M ﹤0.01% 2300
2024
Q4 		$55.9M Buy
5,397,700
+3,285,200
+156% +$43.7M ﹤0.01% 1413
2024
Q3 		$28.8M Buy
2,112,500
+2,015,400
+2,076% +$27.1M ﹤0.01% 2047
2024
Q2 		$1.25M Sell
97,100
-20,000
-17% -$233K ﹤0.01% 4760
2024
Q1 		$1.4M Sell
117,100
-6,172,800
-98% -$63M ﹤0.01% 4702
2023
Q4 		$52.4M Sell
6,289,900
-25,507,800
-80% -$206M 0.01% 1335
2023
Q3 		$231M Buy
31,797,700
+5,463,200
+21% +$40.9M 0.03% 534
2023
Q2 		$208M Buy
26,334,500
+20,444,600
+347% +$126M 0.02% 587
2023
Q1 		$28M Buy
5,889,900
+350,000
+6% +$1.56M ﹤0.01% 1819
2022
Q4 		$22.5M Buy
5,539,900
+4,468,700
+417% +$19.4M ﹤0.01% 1918
2022
Q3 		$4.71M Buy
1,071,200
+931,600
+667% +$4.28M ﹤0.01% 3407
2022
Q2 		$522K Sell
139,600
-143,800
-51% -$729K ﹤0.01% 5408
2022
Q1 		$2.19M Buy
283,400
+184,700
+187% +$1.48M ﹤0.01% 4500
2021
Q4 		$926K Buy
+98,700
New +$969K ﹤0.01% 5363

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
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.