First Western Trust Bank’s Nu Holdings NU Stock Holding History

First Western Trust 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
2026 Q1	$384K	Hold	26,734	–	–	0.02%	151
2025 Q4	$448K	Buy	26,734 +3,869	+17%	+$62.2K	0.02%	131
2025 Q3	$366K	Hold	22,865	–	–	0.02%	143
2025 Q2	$314K	Hold	22,865	–	–	0.01%	149
2025 Q1	$234K	Sell	22,865 -39	-0.2%	-$461	0.01%	168
2024 Q4	$237K	Buy	22,904 +5,276	+30%	+$70.2K	0.01%	173
2024 Q3	$241K	Buy	17,628 +39	+0.2%	+$525	0.01%	181
2024 Q2	$227K	Hold	17,589	–	–	0.01%	179
2024 Q1	$210K	Buy	17,589 +6,596	+60%	+$67.4K	0.01%	200
2023 Q4	$91.6K	Hold	10,993	–	–	﹤0.01%	198
2023 Q3	$79.7K	Buy	+10,993	New	+$82.2K	﹤0.01%	169

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Western Trust Bank's NU Position: Q1 2026 in Review

First Western Trust Bank held its Nu Holdings (NU) position steady in Q1 2026 at 26,734 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #151.

First Western Trust Bank first reported a position in NU in Q3 2023 and has held it in 11 quarters since. The position peaked at $448K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

First Western Trust Bank held 26,734 shares of Nu Holdings worth $384K as of Q1 2026.
First Western Trust Bank left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #151 holding.
First Western Trust Bank first reported a position in Nu Holdings in Q3 2023 and has held it in 11 quarters since.
First Western Trust Bank's Nu Holdings position peaked at $448K in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.