CIBC Private Wealth Group’s Nu Holdings NU Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$9.01M	Sell	538,128 -6,273	-1%	-$101K	0.02%	354
2025 Q3	$8.72M	Sell	544,401 -83,978	-13%	-$1.17M	0.01%	356
2025 Q2	$8.62M	Buy	628,379 +29,141	+5%	+$349K	0.02%	361
2025 Q1	$5.97M	Buy	599,238 +54,081	+10%	+$639K	0.01%	377
2024 Q4	$6.07M	Buy	545,157 +5,438	+1%	+$72.3K	0.01%	392
2024 Q3	$7.37M	Sell	539,719 -14,058	-3%	-$189K	0.01%	373
2024 Q2	$7.11M	Sell	553,777 -7,038	-1%	-$81.9K	0.01%	360
2024 Q1	$6.63M	Buy	560,815 +2,641	+0.5%	+$27K	0.01%	371
2023 Q4	$4.65M	Buy	558,174 +114,279	+26%	+$924K	0.01%	398
2023 Q3	$3.22M	Buy	443,895 +398,478	+877%	+$2.98M	0.01%	435
2023 Q2	$358K	Buy	45,417 +16,428	+57%	+$101K	﹤0.01%	746
2023 Q1	$138K	Buy	28,989 +8,214	+40%	+$36.6K	﹤0.01%	854
2022 Q4	$85	Buy	+20,775	New	+$90.3K	﹤0.01%	833

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's NU Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Nu Holdings (NU) stake by 1.2% in Q4 2025, selling an estimated $101K and leaving 538,128 shares worth $9.01M. The position accounts for 0.02% of the portfolio, ranked #354.

CIBC Private Wealth Group first reported a position in NU in Q4 2022 and has held it in 13 quarters since. 871 funds tracked by Wall St. Rank hold NU as of Q4 2025.

CIBC Private Wealth Group held 538,128 shares of Nu Holdings worth $9.01M as of Q4 2025.
CIBC Private Wealth Group sold 6,273 Nu Holdings shares in Q4 2025, an estimated $101K.
Nu Holdings made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #354 holding.
CIBC Private Wealth Group first reported a position in Nu Holdings in Q4 2022 and has held it in 13 quarters since.
871 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.