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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
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

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

Grove Bank & Trust's NU Position: Q2 2026 in Review

Grove Bank & Trust held its Nu Holdings (NU) position steady in Q2 2026 at 230 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Grove Bank & Trust first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.6K in Q1 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Grove Bank & Trust held 230 shares of Nu Holdings worth $3.07K as of Q2 2026.
  • Grove Bank & Trust left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #772 holding.
  • Grove Bank & Trust first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
  • Grove Bank & Trust's Nu Holdings position peaked at $22.6K in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.