Albion Financial Group’s NIO NIO Stock Holding History

Albion Financial Group’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11	Hold	2	–	–	﹤0.01%	645
2026 Q1	$13	Hold	2	–	–	﹤0.01%	732
2025 Q4	$11	Hold	2	–	–	﹤0.01%	646
2025 Q3	$16	Buy	+2	New	+$11	﹤0.01%	647
2023 Q2	–	Sell	-1,000	Closed	-$10.5K	–	489
2023 Q1	$10.5K	Hold	1,000	–	–	﹤0.01%	305
2022 Q4	$9.75K	Hold	1,000	–	–	﹤0.01%	309
2022 Q3	$16K	Hold	1,000	–	–	﹤0.01%	281
2022 Q2	$22K	Hold	1,000	–	–	﹤0.01%	264
2022 Q1	$21K	Hold	1,000	–	–	﹤0.01%	315
2021 Q4	$32K	Hold	1,000	–	–	﹤0.01%	316
2021 Q3	$36K	Sell	1,000 -30	-3%	-$1.23K	﹤0.01%	278
2021 Q2	$55K	Buy	+1,030	New	+$41.3K	﹤0.01%	245

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Albion Financial Group's NIO Position: Q2 2026 in Review

Albion Financial Group held its NIO (NIO) position steady in Q2 2026 at 2 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Albion Financial Group first reported a position in NIO in Q2 2021 and has held it in 12 quarters since. The position peaked at $55K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Albion Financial Group held 2 shares of NIO worth $11 as of Q2 2026.
Albion Financial Group left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #645 holding.
Albion Financial Group first reported a position in NIO in Q2 2021 and has held it in 12 quarters since.
Albion Financial Group's NIO position peaked at $55K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.