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 Q2	$2.29M	Buy	171,791 +36,317	+27%	+$489K	﹤0.01%	1401
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 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

Janney Montgomery Scott's NU Position: Q2 2026 in Review

Janney Montgomery Scott increased its Nu Holdings (NU) stake by 27% in Q2 2026, buying an estimated $489K and bringing the position to 171,791 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Janney Montgomery Scott first reported a position in NU in Q4 2022 and has held it in 9 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Janney Montgomery Scott held 171,791 shares of Nu Holdings worth $2.29M as of Q2 2026.
Janney Montgomery Scott bought 36,317 Nu Holdings shares in Q2 2026, an estimated $489K.
Nu Holdings made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1401 holding.
Janney Montgomery Scott first reported a position in Nu Holdings in Q4 2022 and has held it in 9 quarters since.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.