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SVB Wealth’s Nu Holdings NU Stock Holding History

SVB Wealth’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
-178,707
Closed -$1.83M – 1227
2025
Q1 		$1.83M Buy
178,707
+1,358
+0.8% +$16K 0.08% 120
2024
Q4 		$1.84M Buy
+177,349
New +$2.36M 0.03% 235
2024
Q3 		– Sell
-173,400
Closed -$2.24M – 406
2024
Q2 		$2.24M Sell
173,400
-47,902
-22% -$558K 0.06% 220
2024
Q1 		$2.64M Buy
221,302
+40,063
+22% +$409K 0.06% 219
2023
Q4 		$1.51M Sell
181,239
-24,340
-12% -$197K 0.04% 279
2023
Q3 		$1.49M Buy
205,579
+77,932
+61% +$583K 0.03% 269
2023
Q2 		$1.01M Buy
127,647
+35,059
+38% +$215K 0.02% 343
2023
Q1 		$441K Sell
92,588
-16,334
-15% -$72.8K 0.01% 571
2022
Q4 		$443K Buy
108,922
+61,766
+131% +$268K 0.01% 598
2022
Q3 		$208K Buy
+47,156
New +$216K ﹤0.01% 839

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

SVB Wealth's NU Position: Q2 2025 in Review

SVB Wealth sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 178,707 shares — an estimated $1.83M sold.

SVB Wealth first reported a position in NU in Q3 2022 and held it in 10 quarters. The position peaked at $2.64M in Q1 2024. 784 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • SVB Wealth reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 178,707 Nu Holdings shares in Q2 2025, an estimated $1.83M.
  • SVB Wealth first reported a position in Nu Holdings in Q3 2022 and held it in 10 quarters.
  • SVB Wealth's Nu Holdings position peaked at $2.64M in Q1 2024.
  • 784 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.