Vancity Investment Management’s Nu Holdings NU Stock Holding History

Vancity Investment Management’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	$422K	Buy	31,557 +13,586	+76%	+$183K	0.06%	73
2026 Q1	$258K	Buy	17,971 +1,993	+12%	+$32.3K	0.04%	80
2025 Q4	$267K	Sell	15,978 -165	-1%	-$2.65K	0.04%	71
2025 Q3	$258K	Hold	16,143	–	–	0.03%	72
2025 Q2	$221K	Buy	+16,143	New	+$193K	0.03%	68

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

Vancity Investment Management's NU Position: Q2 2026 in Review

Vancity Investment Management increased its Nu Holdings (NU) stake by 76% in Q2 2026, buying an estimated $183K and bringing the position to 31,557 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #73.

Vancity Investment Management first reported a position in NU in Q2 2025 and has held it in 5 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Vancity Investment Management held 31,557 shares of Nu Holdings worth $422K as of Q2 2026.
Vancity Investment Management bought 13,586 Nu Holdings shares in Q2 2026, an estimated $183K.
Nu Holdings made up 0.06% of Vancity Investment Management's portfolio in Q2 2026, its #73 holding.
Vancity Investment Management first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vancity Investment Management's 13F filing for Q2 2026, filed 24 Aug 2026.