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Caldwell Trust’s NLI Holdings NL Stock Holding History

Caldwell Trust’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 		$583 Buy
+100
New +$603 ﹤0.01% 779

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

Caldwell Trust's NL Position: Q1 2026 in Review

Caldwell Trust opened a new position in NLI Holdings (NL) in Q1 2026: 100 shares worth $583. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings.

75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Caldwell Trust held 100 shares of NLI Holdings worth $583 as of Q1 2026.
  • NLI Holdings was a new Caldwell Trust position in Q1 2026.
  • NLI Holdings made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #779 holding.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.