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Oakum Bay Capital’s Nu Holdings NU Stock Holding History

Oakum Bay Capital’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 		$71.8K Hold
5,000
– – 0.04% 66
2025
Q4 		$83.7K Buy
+5,000
New +$80.4K 0.04% 51

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Oakum Bay Capital's NU Position: Q1 2026 in Review

Oakum Bay Capital held its Nu Holdings (NU) position steady in Q1 2026 at 5,000 shares worth $71.8K. The position accounts for 0.04% of the portfolio, ranked #66.

Oakum Bay Capital first reported a position in NU in Q4 2025 and has held it in 2 quarters since. The position peaked at $83.7K in Q4 2025. 904 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Oakum Bay Capital held 5,000 shares of Nu Holdings worth $71.8K as of Q1 2026.
  • Oakum Bay Capital left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.04% of Oakum Bay Capital's portfolio in Q1 2026, its #66 holding.
  • Oakum Bay Capital first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's Nu Holdings position peaked at $83.7K in Q4 2025.
  • 904 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.