Trust Company’s Nu Holdings NU Stock Holding History

Trust Company’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	$441	Hold	33	–	–	﹤0.01%	789
2026 Q1	$474	Hold	33	–	–	﹤0.01%	729
2025 Q4	$552	Buy	+33	New	+$530	﹤0.01%	672

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 $3.37T AUM 44.26% 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

Trust Company's NU Position: Q2 2026 in Review

Trust Company held its Nu Holdings (NU) position steady in Q2 2026 at 33 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Trust Company first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $552 in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Trust Company held 33 shares of Nu Holdings worth $441 as of Q2 2026.
Trust Company left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #789 holding.
Trust Company first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
Trust Company's Nu Holdings position peaked at $552 in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.