Janney Montgomery Scott
NU icon

Janney Montgomery Scott’s Nu Holdings NU Stock Holding History

Janney Montgomery Scott’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 		$1.95M Buy
135,474
+3,314
+3% +$53.7K ﹤0.01% 1294
2025
Q4 		$2.21M Buy
132,160
+2,436
+2% +$39.1K 0.01% 1283
2025
Q3 		$2.08M Buy
129,724
+4,923
+4% +$68.7K ﹤0.01% 1297
2025
Q2 		$1.71M Buy
124,801
+47,910
+62% +$574K ﹤0.01% 1289
2025
Q1 		$787K Buy
76,891
+63,241
+463% +$747K ﹤0.01% 1694
2024
Q4 		$141K Buy
+13,650
New +$182K ﹤0.01% 2599
2024
Q1 		– Sell
-10,000
Closed -$83K – 2795
2023
Q4 		$83K Buy
+10,000
New +$80.8K ﹤0.01% 2567
2023
Q1 		– Sell
-15,800
Closed -$64K – 2656
2022
Q4 		$64K Buy
+15,800
New +$68.7K ﹤0.01% 2501

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janney Montgomery Scott's NU Position: Q1 2026 in Review

Janney Montgomery Scott increased its Nu Holdings (NU) stake by 2.5% in Q1 2026, buying an estimated $53.7K and bringing the position to 135,474 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Janney Montgomery Scott first reported a position in NU in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Janney Montgomery Scott held 135,474 shares of Nu Holdings worth $1.95M as of Q1 2026.
  • Janney Montgomery Scott bought 3,314 Nu Holdings shares in Q1 2026, an estimated $53.7K.
  • Nu Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1294 holding.
  • Janney Montgomery Scott first reported a position in Nu Holdings in Q4 2022 and has held it in 8 quarters since.
  • Janney Montgomery Scott's Nu Holdings position peaked at $2.21M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.