AE Wealth Management
NODK icon

AE Wealth Management’s NI Holdings NODK Stock Holding History

AE Wealth Management’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
14,909
+1,372
+10% +$19.2K ﹤0.01% 1627
2026
Q1 		$174K Buy
13,537
+1,631
+14% +$21.6K ﹤0.01% 1641
2025
Q4 		$158K Buy
11,906
+746
+7% +$10.1K ﹤0.01% 1572
2025
Q3 		$151K Buy
+11,160
New +$147K ﹤0.01% 1460

Other funds holding NODK

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

AE Wealth Management's NODK Position: Q2 2026 in Review

AE Wealth Management increased its NI Holdings (NODK) stake by 10% in Q2 2026, buying an estimated $19.2K and bringing the position to 14,909 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

AE Wealth Management first reported a position in NODK in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold NODK as of Q2 2026.

  • AE Wealth Management held 14,909 shares of NI Holdings worth $234K as of Q2 2026.
  • AE Wealth Management bought 1,372 NI Holdings shares in Q2 2026, an estimated $19.2K.
  • NI Holdings made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1627 holding.
  • AE Wealth Management first reported a position in NI Holdings in Q3 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held NI Holdings as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.