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Grove Bank & Trust’s Nu Holdings NU Stock Holding History

Grove 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
2026
Q3 		$8.01K Buy
633
+403
+175% +$5.71K ﹤0.01% 680
2026
Q2 		$3.07K Hold
230
– – ﹤0.01% 772
2026
Q1 		$3.31K Sell
230
-286
-55% -$4.64K ﹤0.01% 750
2025
Q4 		$8.64K Buy
516
+230
+80% +$3.7K ﹤0.01% 660
2025
Q3 		$4.58K Sell
286
-658
-70% -$9.18K ﹤0.01% 719
2025
Q2 		$13K Sell
944
-1,262
-57% -$15.1K ﹤0.01% 581
2025
Q1 		$22.6K Buy
2,206
+2,199
+31,414% +$26K ﹤0.01% 508
2024
Q4 		$73 Sell
7
-232
-97% -$3.09K ﹤0.01% 775
2024
Q3 		$3.26K Buy
+239
New +$3.21K ﹤0.01% 601

Other funds holding NU

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Grove Bank & Trust's NU Position: Q3 2026 in Review

Grove Bank & Trust increased its Nu Holdings (NU) stake by 175% in Q3 2026, buying an estimated $5.71K and bringing the position to 633 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Grove Bank & Trust first reported a position in NU in Q3 2024 and has held it in 9 quarters since. The position peaked at $22.6K in Q1 2025. 19 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Grove Bank & Trust held 633 shares of Nu Holdings worth $8.01K as of Q3 2026.
  • Grove Bank & Trust bought 403 Nu Holdings shares in Q3 2026, an estimated $5.71K.
  • Nu Holdings made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #680 holding.
  • Grove Bank & Trust first reported a position in Nu Holdings in Q3 2024 and has held it in 9 quarters since.
  • Grove Bank & Trust's Nu Holdings position peaked at $22.6K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.