Parkside Financial Bank & Trust’s Nu Holdings NU Stock Holding History

Parkside Financial 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 Q1	$14.7K	Sell	1,021 -52	-5%	-$843	﹤0.01%	1436
2025 Q4	$18K	Buy	1,073 +30	+3%	+$482	﹤0.01%	1338
2025 Q3	$16.7K	Buy	1,043 +163	+19%	+$2.27K	﹤0.01%	1323
2025 Q2	$12.1K	Buy	880 +84	+11%	+$1.01K	﹤0.01%	1430
2025 Q1	$8.15K	Buy	796 +311	+64%	+$3.67K	﹤0.01%	1483
2024 Q4	$5.03K	Sell	485 -1,733	-78%	-$23.1K	﹤0.01%	1448
2024 Q3	$30.3K	Buy	2,218 +1,966	+780%	+$26.4K	﹤0.01%	952
2024 Q2	$3.25K	Buy	252 +84	+50%	+$978	﹤0.01%	1464
2024 Q1	$2K	Buy	168 +39	+30%	+$398	﹤0.01%	1514
2023 Q4	$1.08K	Buy	129 +76	+143%	+$614	﹤0.01%	1604
2023 Q3	$385	Buy	53 +21	+66%	+$157	﹤0.01%	1945
2023 Q2	$253	Buy	+32	New	+$197	﹤0.01%	1952

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parkside Financial Bank & Trust's NU Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Nu Holdings (NU) stake by 4.8% in Q1 2026, selling an estimated $843 and leaving 1,021 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Parkside Financial Bank & Trust first reported a position in NU in Q2 2023 and has held it in 12 quarters since. The position peaked at $30.3K in Q3 2024. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Parkside Financial Bank & Trust held 1,021 shares of Nu Holdings worth $14.7K as of Q1 2026.
Parkside Financial Bank & Trust sold 52 Nu Holdings shares in Q1 2026, an estimated $843.
Nu Holdings made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1436 holding.
Parkside Financial Bank & Trust first reported a position in Nu Holdings in Q2 2023 and has held it in 12 quarters since.
Parkside Financial Bank & Trust's Nu Holdings position peaked at $30.3K in Q3 2024.
900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.