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Avion Wealth’s NI Holdings NODK Stock Holding History

Avion Wealth’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
Q3 		– Sell
-40
Closed – – 1596
2026
Q2 		$0 Hold
40
– – ﹤0.01% 1629
2026
Q1 		$0 Hold
40
– – ﹤0.01% 1482
2025
Q4 		$0 Hold
40
– – ﹤0.01% 1473
2025
Q3 		$0 Hold
40
– – ﹤0.01% 1431
2025
Q2 		$0 Buy
+40
New +$517 ﹤0.01% 1461
2024
Q3 		– Sell
-32
Closed – – 1230
2024
Q2 		$0 Buy
+32
New +$485 ﹤0.01% 1153

Other funds holding NODK

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Avion Wealth's NODK Position: Q3 2026 in Review

Avion Wealth sold out of NI Holdings (NODK) in Q3 2026, closing a stake of 40 shares.

Avion Wealth first reported a position in NODK in Q2 2024 and held it in 6 quarters. The position peaked at $0 in Q2 2026. 21 funds tracked by Wall St. Rank hold NODK as of Q3 2026.

  • Avion Wealth reported no remaining NI Holdings position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 40 NI Holdings shares in Q3 2026.
  • Avion Wealth first reported a position in NI Holdings in Q2 2024 and held it in 6 quarters.
  • Avion Wealth's NI Holdings position peaked at $0 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held NI Holdings as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.