EFG
NDAQ icon

Elm3 Financial Group’s Nasdaq NDAQ Stock Holding History

Elm3 Financial Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$431K Sell
5,082
-86
-2% -$7.71K 0.36% 73
2025
Q4 		$502K Buy
5,168
+1,348
+35% +$121K 0.42% 64
2025
Q3 		$338K Sell
3,820
-94
-2% -$8.71K 0.28% 82
2025
Q2 		$350K Sell
3,914
-3
-0.1% -$239 0.29% 83
2025
Q1 		$297K Buy
3,917
+118
+3% +$9.29K 0.26% 77
2024
Q4 		$294K Buy
+3,799
New +$294K 0.25% 71

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Elm3 Financial Group's NDAQ Position: Q1 2026 in Review

Elm3 Financial Group reduced its Nasdaq (NDAQ) stake by 1.7% in Q1 2026, selling an estimated $7.71K and leaving 5,082 shares worth $431K. The position accounts for 0.36% of the portfolio, ranked #73.

Elm3 Financial Group first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $502K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Elm3 Financial Group held 5,082 shares of Nasdaq worth $431K as of Q1 2026.
  • Elm3 Financial Group sold 86 Nasdaq shares in Q1 2026, an estimated $7.71K.
  • Nasdaq made up 0.36% of Elm3 Financial Group's portfolio in Q1 2026, its #73 holding.
  • Elm3 Financial Group first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Nasdaq position peaked at $502K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.