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 Q2	$12.9K	Sell	964 -57	-6%	-$768	﹤0.01%	1570
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

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 $3.38T AUM 44.17% 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

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

Parkside Financial Bank & Trust reduced its Nu Holdings (NU) stake by 5.6% in Q2 2026, selling an estimated $768 and leaving 964 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Parkside Financial Bank & Trust first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $30.3K in Q3 2024. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Parkside Financial Bank & Trust held 964 shares of Nu Holdings worth $12.9K as of Q2 2026.
Parkside Financial Bank & Trust sold 57 Nu Holdings shares in Q2 2026, an estimated $768.
Nu Holdings made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1570 holding.
Parkside Financial Bank & Trust first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Parkside Financial Bank & Trust's Nu Holdings position peaked at $30.3K in Q3 2024.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.