Bank of New York Mellon
NU icon

Bank of New York Mellon’s Nu Holdings NU Stock Holding History

Bank of New York Mellon’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 		$112M Buy
8,403,366
+392,293
+5% +$5.29M 0.02% 615
2026
Q1 		$115M Buy
8,011,073
+349,255
+5% +$5.66M 0.02% 570
2025
Q4 		$128M Sell
7,661,818
-130,866
-2% -$2.1M 0.02% 520
2025
Q3 		$125M Sell
7,792,684
-455,076
-6% -$6.35M 0.02% 545
2025
Q2 		$113M Sell
8,247,760
-897,932
-10% -$10.8M 0.02% 582
2025
Q1 		$93.7M Buy
9,145,692
+554,428
+6% +$6.55M 0.02% 639
2024
Q4 		$89M Sell
8,591,264
-89,581
-1% -$1.19M 0.02% 691
2024
Q3 		$118M Buy
8,680,845
+2,848,734
+49% +$38.3M 0.02% 575
2024
Q2 		$75.2M Buy
5,832,111
+1,476,325
+34% +$17.2M 0.01% 790
2024
Q1 		$52M Sell
4,355,786
-36,866
-0.8% -$376K 0.01% 1019
2023
Q4 		$36.6M Buy
4,392,652
+226,964
+5% +$1.83M 0.01% 1255
2023
Q3 		$30.2M Buy
4,165,688
+36,529
+0.9% +$273K 0.01% 1309
2023
Q2 		$32.6M Buy
4,129,159
+4,073,134
+7,270% +$25M 0.01% 1262
2023
Q1 		$267K Buy
56,025
+3,779
+7% +$16.8K ﹤0.01% 3799
2022
Q4 		$213K Sell
52,246
-19,940
-28% -$86.7K ﹤0.01% 3950
2022
Q3 		$318K Buy
72,186
+49,246
+215% +$226K ﹤0.01% 3805
2022
Q2 		$86K Buy
+22,940
New +$116K ﹤0.01% 4258

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 $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

Bank of New York Mellon's NU Position: Q2 2026 in Review

Bank of New York Mellon increased its Nu Holdings (NU) stake by 4.9% in Q2 2026, buying an estimated $5.29M and bringing the position to 8,403,366 shares worth $112M. The position accounts for 0.02% of the portfolio, ranked #615.

Bank of New York Mellon first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $128M in Q4 2025. 623 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Bank of New York Mellon held 8,403,366 shares of Nu Holdings worth $112M as of Q2 2026.
  • Bank of New York Mellon bought 392,293 Nu Holdings shares in Q2 2026, an estimated $5.29M.
  • Nu Holdings made up 0.02% of Bank of New York Mellon's portfolio in Q2 2026, its #615 holding.
  • Bank of New York Mellon first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
  • Bank of New York Mellon's Nu Holdings position peaked at $128M in Q4 2025.
  • 623 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.