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Country Club Bank’s Nu Holdings NU Stock Holding History

Country Club Bank’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
Q3 		$2.38M Sell
149,246
-230
-0.2% -$3.21K 0.14% 140
2025
Q2 		$1.98M Sell
149,476
-5,031
-3% -$60.2K 0.12% 152
2025
Q1 		$1.6M Buy
+154,507
New +$1.83M 0.11% 162

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 $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Country Club Bank's NU Position: Q3 2025 in Review

Country Club Bank reduced its Nu Holdings (NU) stake by 0.15% in Q3 2025, selling an estimated $3.21K and leaving 149,246 shares worth $2.38M. The position accounts for 0.14% of the portfolio, ranked #140.

Country Club Bank first reported a position in NU in Q1 2025 and has held it in 3 quarters since. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Country Club Bank held 149,246 shares of Nu Holdings worth $2.38M as of Q3 2025.
  • Country Club Bank sold 230 Nu Holdings shares in Q3 2025, an estimated $3.21K.
  • Nu Holdings made up 0.14% of Country Club Bank's portfolio in Q3 2025, its #140 holding.
  • Country Club Bank first reported a position in Nu Holdings in Q1 2025 and has held it in 3 quarters since.
  • 801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.