BSC
NU icon

BOLTON SECURITIES CORPORATION’s Nu Holdings NU Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$628K Buy
+43,669
New +$708K 0.03% 485
2025
Q3 		$151K Buy
+9,402
New +$131K 0.01% 832
2025
Q1 		$141K Buy
+13,762
New +$163K 0.01% 773

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 $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NU Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Nu Holdings (NU) in Q1 2026: 43,669 shares worth $628K. The stake represents 0.03% of the portfolio and ranks #485 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in NU as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in NU in Q1 2025 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 43,669 shares of Nu Holdings worth $628K as of Q1 2026.
  • Nu Holdings was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Nu Holdings made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #485 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Nu Holdings in Q1 2025 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.