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Fiduciary Trust’s Nu Holdings NU Stock Holding History

Fiduciary Trust’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 		$191K Buy
+14,319
New +$193K ﹤0.01% 881
2025
Q1 		– Sell
-20,753
Closed -$215K – 832
2024
Q4 		$215K Buy
+20,753
New +$276K ﹤0.01% 645

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 $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Fiduciary Trust's NU Position: Q2 2026 in Review

Fiduciary Trust opened a new position in Nu Holdings (NU) in Q2 2026: 14,319 shares worth $191K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in NU as recently as Q4 2024.

Fiduciary Trust first reported a position in NU in Q4 2024 and has held it in 2 quarters since. The position peaked at $215K in Q4 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Fiduciary Trust held 14,319 shares of Nu Holdings worth $191K as of Q2 2026.
  • Nu Holdings was a new Fiduciary Trust position in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #881 holding.
  • Fiduciary Trust first reported a position in Nu Holdings in Q4 2024 and has held it in 2 quarters since.
  • Fiduciary Trust's Nu Holdings position peaked at $215K in Q4 2024.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.