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FineMark National Bank & Trust’s Nu Holdings NU Stock Holding History

FineMark National Bank & 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
2025
Q3 		– Sell
-18,425
Closed -$253K – 467
2025
Q2 		$253K Buy
+18,425
New +$221K 0.01% 398

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 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 $781M AUM 18.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

FineMark National Bank & Trust's NU Position: Q3 2025 in Review

FineMark National Bank & Trust sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 18,425 shares — an estimated $253K sold.

FineMark National Bank & Trust first reported a position in NU in Q2 2025 and held it in 1 quarter. The position peaked at $253K in Q2 2025. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • FineMark National Bank & Trust reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 18,425 Nu Holdings shares in Q3 2025, an estimated $253K.
  • FineMark National Bank & Trust first reported a position in Nu Holdings in Q2 2025 and held it in 1 quarter.
  • FineMark National Bank & Trust's Nu Holdings position peaked at $253K in Q2 2025.
  • 801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on FineMark National Bank & Trust's 13F filing for Q3 2025, filed 12 Nov 2025.