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Shum Financial Group’s NVIDIA NVDA Stock Holding History

Shum Financial Group’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.72M Buy
23,585
+2,130
+10% +$438K 2.84% 8
2026
Q1 		$3.74M Buy
21,455
+2,259
+12% +$414K 2.65% 9
2025
Q4 		$3.58M Buy
19,196
+315
+2% +$58.6K 2.58% 10
2025
Q3 		$3.52M Buy
+18,881
New +$3.29M 2.63% 8
2025
Q1 		$2.01M Buy
18,508
+463
+3% +$58.7K 1.74% 18
2024
Q4 		$2.42M Sell
18,045
-424
-2% -$58.4K 2.09% 14
2024
Q3 		$2.58M Buy
+18,469
New +$2.18M 2.15% 11

Other funds holding NVDA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Shum Financial Group's NVDA Position: Q2 2026 in Review

Shum Financial Group increased its NVIDIA (NVDA) stake by 9.9% in Q2 2026, buying an estimated $438K and bringing the position to 23,585 shares worth $4.72M. The position accounts for 2.84% of the portfolio, ranked #8.

Shum Financial Group first reported a position in NVDA in Q3 2024 and has held it in 7 quarters since. 3,652 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Shum Financial Group held 23,585 shares of NVIDIA worth $4.72M as of Q2 2026.
  • Shum Financial Group bought 2,130 NVIDIA shares in Q2 2026, an estimated $438K.
  • NVIDIA made up 2.84% of Shum Financial Group's portfolio in Q2 2026, its #8 holding.
  • Shum Financial Group first reported a position in NVIDIA in Q3 2024 and has held it in 7 quarters since.
  • 3,652 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.