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COMPASS FINANCIAL MANAGEMENT LLC’s NIO NIO Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$6.22K Buy
+1,300
New +$7.57K ﹤0.01% 1147

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NIO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in NIO (NIO) in Q2 2026: 1,300 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #1147 among its holdings.

311 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,300 shares of NIO worth $6.22K as of Q2 2026.
  • NIO was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • NIO made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1147 holding.
  • 311 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.