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UMB Bank’s Nu Holdings NU Stock Holding History

UMB Bank’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 		$253K Buy
18,905
+4,722
+33% +$63.6K ﹤0.01% 666
2026
Q1 		$204K Sell
14,183
-4,224
-23% -$68.5K ﹤0.01% 688
2025
Q4 		$308K Sell
18,407
-91
-0.5% -$1.46K ﹤0.01% 578
2025
Q3 		$296K Buy
18,498
+7,385
+66% +$103K ﹤0.01% 532
2025
Q2 		$152K Buy
11,113
+1,862
+20% +$22.3K ﹤0.01% 673
2025
Q1 		$94.7K Sell
9,251
-1,186
-11% -$14K ﹤0.01% 781
2024
Q4 		$108K Sell
10,437
-1,242
-11% -$16.5K ﹤0.01% 680
2024
Q3 		$159K Sell
11,679
-1,060
-8% -$14.3K ﹤0.01% 619
2024
Q2 		$164K Sell
12,739
-1,590
-11% -$18.5K ﹤0.01% 595
2024
Q1 		$171K Buy
14,329
+7,741
+118% +$79K ﹤0.01% 604
2023
Q4 		$54.9K Buy
+6,588
New +$53.2K ﹤0.01% 810

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

UMB Bank's NU Position: Q2 2026 in Review

UMB Bank increased its Nu Holdings (NU) stake by 33% in Q2 2026, buying an estimated $63.6K and bringing the position to 18,905 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

UMB Bank first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $308K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • UMB Bank held 18,905 shares of Nu Holdings worth $253K as of Q2 2026.
  • UMB Bank bought 4,722 Nu Holdings shares in Q2 2026, an estimated $63.6K.
  • Nu Holdings made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #666 holding.
  • UMB Bank first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • UMB Bank's Nu Holdings position peaked at $308K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.