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Allworth Financial’s NLI Holdings NL Stock Holding History

Allworth Financial’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70 Buy
+12
New +$72 ﹤0.01% 5041
2022
Q3 		– Sell
-1
Closed – – 2948
2022
Q2 		$0 Hold
1
– – ﹤0.01% 2655
2022
Q1 		$0 Hold
1
– – ﹤0.01% 2283
2021
Q4 		$0 Hold
1
– – ﹤0.01% 2060
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1941
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1634
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1575
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1408
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1236
2020
Q2 		$0 Buy
+1
New +$3 ﹤0.01% 1311

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allworth Financial's NL Position: Q1 2026 in Review

Allworth Financial opened a new position in NLI Holdings (NL) in Q1 2026: 12 shares worth $70. The stake represents ﹤0.01% of the portfolio and ranks #5041 among its holdings. This is a return to the name: Allworth Financial previously reported a position in NL as recently as Q2 2022.

Allworth Financial first reported a position in NL in Q2 2020 and has held it in 10 quarters since. 75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Allworth Financial held 12 shares of NLI Holdings worth $70 as of Q1 2026.
  • NLI Holdings was a new Allworth Financial position in Q1 2026.
  • NLI Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5041 holding.
  • Allworth Financial first reported a position in NLI Holdings in Q2 2020 and has held it in 10 quarters since.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.