BFSG LLC’s NIO NIO Stock Holding History

BFSG LLC’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	$15.2K	Hold	3,000	–	–	﹤0.01%	538
2026 Q1	$18.1K	Sell	3,000 -90	-3%	-$454	﹤0.01%	508
2025 Q4	$15.8K	Hold	3,090	–	–	﹤0.01%	507
2025 Q3	$23.5K	Sell	3,090 -30	-1%	-$162	﹤0.01%	466
2025 Q2	$10.7K	Hold	3,120	–	–	﹤0.01%	503
2025 Q1	$11.9K	Sell	3,120 -40	-1%	-$176	﹤0.01%	484
2024 Q4	$13.8K	Sell	3,160 -115	-4%	-$585	﹤0.01%	477
2024 Q3	$21.9K	Hold	3,275	–	–	﹤0.01%	440
2024 Q2	$13.6K	Sell	3,275 -175	-5%	-$828	﹤0.01%	450
2024 Q1	$15.5K	Sell	3,450 -200	-5%	-$1.21K	﹤0.01%	453
2023 Q4	$33.1K	Buy	+3,650	New	+$29K	﹤0.01%	385
2021 Q3	–	Sell	-20,022	Closed	-$1.06M	–	213
2021 Q2	$1.06M	Buy	+20,022	New	+$802K	0.19%	108

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

BFSG LLC's NIO Position: Q2 2026 in Review

BFSG LLC held its NIO (NIO) position steady in Q2 2026 at 3,000 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

BFSG LLC first reported a position in NIO in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.06M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

BFSG LLC held 3,000 shares of NIO worth $15.2K as of Q2 2026.
BFSG LLC left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #538 holding.
BFSG LLC first reported a position in NIO in Q2 2021 and has held it in 12 quarters since.
BFSG LLC's NIO position peaked at $1.06M in Q2 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.