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 Q2	$361K	Buy	27,039 +305	+1%	+$4.11K	0.02%	164
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 $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 $1.89T AUM 35.08% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

First Western Trust Bank's NU Position: Q2 2026 in Review

First Western Trust Bank increased its Nu Holdings (NU) stake by 1.1% in Q2 2026, buying an estimated $4.11K and bringing the position to 27,039 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #164.

First Western Trust Bank first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $448K in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

First Western Trust Bank held 27,039 shares of Nu Holdings worth $361K as of Q2 2026.
First Western Trust Bank bought 305 Nu Holdings shares in Q2 2026, an estimated $4.11K.
Nu Holdings made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #164 holding.
First Western Trust Bank first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
First Western Trust Bank's Nu Holdings position peaked at $448K in Q4 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.