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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's NU Position: Q2 2026 in Review

Bank of Montreal increased its Nu Holdings (NU) stake by 10% in Q2 2026, buying an estimated $1.62M and bringing the position to 1,308,590 shares worth $17.5M. The position accounts for 0.01% of the portfolio, ranked #971.

Bank of Montreal first reported a position in NU in Q1 2022 and has held it in 15 quarters since. The position peaked at $76.7M in Q2 2023. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Bank of Montreal held 1,308,590 shares of Nu Holdings worth $17.5M as of Q2 2026.
  • Bank of Montreal bought 120,254 Nu Holdings shares in Q2 2026, an estimated $1.62M.
  • Nu Holdings made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #971 holding.
  • Bank of Montreal first reported a position in Nu Holdings in Q1 2022 and has held it in 15 quarters since.
  • Bank of Montreal's Nu Holdings position peaked at $76.7M in Q2 2023.
  • 860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.