Bank of Montreal
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Bank of Montreal’s Nu Holdings NU Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-14,600
Closed -$188K – 4124
2024
Q2 		$188K Buy
+14,600
New +$170K ﹤0.01% 3022
2023
Q4 		– Sell
-500,000
Closed -$3.69M – 4214
2023
Q3 		$3.69M Buy
+500,000
New +$3.74M ﹤0.01% 1401

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of Montreal reduced its Nu Holdings (NU) stake by 16% in Q1 2026, selling an estimated $3.76M and leaving 1,188,336 shares worth $17.1M. The position accounts for 0.01% of the portfolio, ranked #901.

Bank of Montreal first reported a position in NU in Q1 2022 and has held it in 14 quarters since. The position peaked at $76.7M in Q2 2023. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Bank of Montreal held 1,188,336 shares of Nu Holdings worth $17.1M as of Q1 2026.
  • Bank of Montreal sold 232,234 Nu Holdings shares in Q1 2026, an estimated $3.76M.
  • Nu Holdings made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #901 holding.
  • Bank of Montreal first reported a position in Nu Holdings in Q1 2022 and has held it in 14 quarters since.
  • Bank of Montreal's Nu Holdings position peaked at $76.7M in Q2 2023.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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