Farmers & Merchants Trust Co of Chambersburg PA’s Nu Holdings NU Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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 Q2	–	Sell	-160	Closed	-$2K	–	395
2025 Q1	$2K	Hold	160	–	–	﹤0.01%	390
2024 Q4	$2K	Hold	160	–	–	﹤0.01%	362
2024 Q3	$2K	Hold	160	–	–	﹤0.01%	357
2024 Q2	$2K	Hold	160	–	–	﹤0.01%	368
2024 Q1	$2K	Hold	160	–	–	﹤0.01%	395
2023 Q4	$1K	Buy	+160	New	+$1.29K	﹤0.01%	426

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 $1.66T AUM 25.57% 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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's NU Position: Q2 2025 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 160 shares — an estimated $2K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in NU in Q4 2023 and held it in 6 quarters. The position peaked at $2K in Q1 2025. 783 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 160 Nu Holdings shares in Q2 2025, an estimated $2K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Nu Holdings in Q4 2023 and held it in 6 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Nu Holdings position peaked at $2K in Q1 2025.
783 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2025, filed 10 Jul 2025.