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Concord Wealth Partners’s NMI Holdings NMIH Stock Holding History

Concord Wealth Partners’s Portfolio NMIH Stock Details NMIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-36
Closed -$1.32K – 913
2024
Q4 		$1.32K Hold
36
– – ﹤0.01% 757
2024
Q3 		$1.48K Buy
+36
New +$1.39K ﹤0.01% 784

Other funds holding NMIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Concord Wealth Partners's NMIH Position: Q1 2025 in Review

Concord Wealth Partners sold out of NMI Holdings (NMIH) in Q1 2025, closing a stake of 36 shares — an estimated $1.32K sold.

Concord Wealth Partners first reported a position in NMIH in Q3 2024 and held it in 2 quarters. The position peaked at $1.48K in Q3 2024. 352 funds tracked by Wall St. Rank hold NMIH as of Q1 2025.

  • Concord Wealth Partners reported no remaining NMI Holdings position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 36 NMI Holdings shares in Q1 2025, an estimated $1.32K.
  • Concord Wealth Partners first reported a position in NMI Holdings in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's NMI Holdings position peaked at $1.48K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held NMI Holdings as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.