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Empowered Funds’s NLI Holdings NL Stock Holding History

Empowered Funds’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 		$1.35M Buy
+232,131
New +$1.4M 0.01% 1287
2025
Q4 		– Sell
-209,102
Closed -$1.29M – 1598
2025
Q3 		$1.29M Buy
209,102
+24,132
+13% +$153K 0.01% 1098
2025
Q2 		$1.18M Buy
184,970
+16,438
+10% +$124K 0.01% 1020
2025
Q1 		$1.33M Buy
168,532
+6,032
+4% +$44.9K 0.02% 905
2024
Q4 		$1.26M Buy
162,500
+6,950
+4% +$55K 0.02% 907
2024
Q3 		$1.16M Buy
155,550
+7,906
+5% +$50.8K 0.02% 863
2024
Q2 		$890K Buy
147,644
+10,620
+8% +$79.3K 0.02% 896
2024
Q1 		$1M Buy
137,024
+10,325
+8% +$58.1K 0.02% 876
2023
Q4 		$711K Buy
126,699
+11,399
+10% +$57.2K 0.02% 899
2023
Q3 		$548K Buy
115,300
+9,480
+9% +$50.4K 0.02% 891
2023
Q2 		$585K Buy
+105,820
New +$630K 0.02% 772

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
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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Empowered Funds's NL Position: Q1 2026 in Review

Empowered Funds opened a new position in NLI Holdings (NL) in Q1 2026: 232,131 shares worth $1.35M. The stake represents 0.01% of the portfolio and ranks #1287 among its holdings. This is a return to the name: Empowered Funds previously reported a position in NL as recently as Q3 2025.

Empowered Funds first reported a position in NL in Q2 2023 and has held it in 11 quarters since. 75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Empowered Funds held 232,131 shares of NLI Holdings worth $1.35M as of Q1 2026.
  • NLI Holdings was a new Empowered Funds position in Q1 2026.
  • NLI Holdings made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1287 holding.
  • Empowered Funds first reported a position in NLI Holdings in Q2 2023 and has held it in 11 quarters since.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.