CIBC World Market’s Nu Holdings NU Stock Holding History

CIBC World Market’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	$748K	Buy	56,000 +4,147	+8%	+$55.9K	﹤0.01%	1088
2026 Q1	$745K	Buy	51,853 +1,972	+4%	+$32K	﹤0.01%	1011
2025 Q4	$835K	Buy	49,881 +27,032	+118%	+$434K	﹤0.01%	990
2025 Q3	$366K	Sell	22,849 -171,207	-88%	-$2.39M	﹤0.01%	1180
2025 Q2	$2.66M	Buy	194,056 +6,325	+3%	+$75.7K	0.01%	666
2025 Q1	$1.92M	Sell	187,731 -5,421	-3%	-$64.1K	﹤0.01%	729
2024 Q4	$2M	Buy	+193,152	New	+$2.57M	﹤0.01%	721
2024 Q3	–	Sell	-20,376	Closed	-$263K	–	1372
2024 Q2	$263K	Buy	+20,376	New	+$237K	﹤0.01%	1131
2023 Q3	–	Sell	-13,773	Closed	-$109K	–	1256
2023 Q2	$109K	Sell	13,773 -42,821	-76%	-$263K	﹤0.01%	1165
2023 Q1	$269K	Sell	56,594 -11,942	-17%	-$53.2K	﹤0.01%	1076
2022 Q4	$279K	Buy	+68,536	New	+$298K	﹤0.01%	1087

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 World Market's NU Position: Q2 2026 in Review

CIBC World Market increased its Nu Holdings (NU) stake by 8% in Q2 2026, buying an estimated $55.9K and bringing the position to 56,000 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

CIBC World Market first reported a position in NU in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.66M in Q2 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

CIBC World Market held 56,000 shares of Nu Holdings worth $748K as of Q2 2026.
CIBC World Market bought 4,147 Nu Holdings shares in Q2 2026, an estimated $55.9K.
Nu Holdings made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1088 holding.
CIBC World Market first reported a position in Nu Holdings in Q4 2022 and has held it in 11 quarters since.
CIBC World Market's Nu Holdings position peaked at $2.66M in Q2 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.