CWP
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Curated Wealth Partners’s NLI Holdings NL Stock Holding History

Curated Wealth Partners’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
Q2 		$2.95K Buy
+17,916
New +$110K ﹤0.01% 838

Other funds holding NL

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners's NL Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in NLI Holdings (NL) in Q2 2026: 17,916 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings.

7 funds tracked by Wall St. Rank hold NL as of Q2 2026.

  • Curated Wealth Partners held 17,916 shares of NLI Holdings worth $2.95K as of Q2 2026.
  • NLI Holdings was a new Curated Wealth Partners position in Q2 2026.
  • NLI Holdings made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #838 holding.
  • 7 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.