CIBC Asset Management’s Nu Holdings NU Stock Holding History

CIBC Asset Management’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	$1.65M	Sell	123,332 -106,348	-46%	-$1.43M	﹤0.01%	670
2026 Q1	$3.3M	Buy	229,680 +31,823	+16%	+$516K	0.01%	568
2025 Q4	$3.31M	Buy	197,857 +44,789	+29%	+$720K	0.01%	559
2025 Q3	$2.45M	Hold	153,068	–	–	0.01%	547
2025 Q2	$2.1M	Buy	153,068 +337	+0.2%	+$4.04K	0.01%	562
2025 Q1	$1.56M	Buy	152,731 +4,708	+3%	+$55.6K	0.01%	612
2024 Q4	$1.53M	Buy	148,023 +213	+0.1%	+$2.83K	0.01%	626
2024 Q3	$2.02M	Buy	147,810 +47,417	+47%	+$638K	0.01%	580
2024 Q2	$1.29M	Buy	100,393 +5,020	+5%	+$58.4K	﹤0.01%	632
2024 Q1	$1.14M	Buy	+95,373	New	+$974K	﹤0.01%	662

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 $3.37T AUM 44.26% 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

CIBC Asset Management's NU Position: Q2 2026 in Review

CIBC Asset Management reduced its Nu Holdings (NU) stake by 46% in Q2 2026, selling an estimated $1.43M and leaving 123,332 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #670.

CIBC Asset Management first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

CIBC Asset Management held 123,332 shares of Nu Holdings worth $1.65M as of Q2 2026.
CIBC Asset Management sold 106,348 Nu Holdings shares in Q2 2026, an estimated $1.43M.
Nu Holdings made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #670 holding.
CIBC Asset Management first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
CIBC Asset Management's Nu Holdings position peaked at $3.31M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.