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
2026 Q2	$115K	Buy	8,600 +8,000	+1,333%	+$108K	﹤0.01%	3194
2026 Q1	$8.62K	Hold	600	–	–	﹤0.01%	3580
2025 Q4	$10K	Hold	600	–	–	﹤0.01%	3424
2025 Q3	$9.61K	Hold	600	–	–	﹤0.01%	3367
2025 Q2	$8.23K	Hold	600	–	–	﹤0.01%	3372
2025 Q1	$6.14K	Buy	+600	New	+$7.09K	﹤0.01%	3346
2024 Q3	–	Sell	-90,000	Closed	-$1.16M	–	4125
2024 Q2	$1.16M	Buy	+90,000	New	+$1.05M	﹤0.01%	1946
2022 Q3	–	Sell	-72,000	Closed	-$285K	–	4317
2022 Q2	$285K	Buy	72,000 +50,000	+227%	+$254K	﹤0.01%	3042
2022 Q1	$177K	Buy	+22,000	New	+$177K	﹤0.01%	3504

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 $3.38T AUM 44.17% 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

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.