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Segall Bryant & Hamill’s Nu Holdings NU Stock Holding History

Segall Bryant & Hamill’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
2025
Q2 		– Sell
-29,153
Closed -$299K – 613
2025
Q1 		$299K Hold
29,153
– – ﹤0.01% 567
2024
Q4 		$302K Sell
29,153
-3,549
-11% -$47.2K ﹤0.01% 568
2024
Q3 		$446K Buy
+32,702
New +$440K 0.01% 547

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Segall Bryant & Hamill's NU Position: Q2 2025 in Review

Segall Bryant & Hamill sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 29,153 shares — an estimated $299K sold.

Segall Bryant & Hamill first reported a position in NU in Q3 2024 and held it in 3 quarters. The position peaked at $446K in Q3 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Segall Bryant & Hamill reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 29,153 Nu Holdings shares in Q2 2025, an estimated $299K.
  • Segall Bryant & Hamill first reported a position in Nu Holdings in Q3 2024 and held it in 3 quarters.
  • Segall Bryant & Hamill's Nu Holdings position peaked at $446K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Segall Bryant & Hamill's 13F filing for Q2 2025, filed 12 Aug 2025.