EverSource Wealth Advisors’s NLI Holdings NL Stock Holding History

EverSource Wealth Advisors’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	$1.16K	Buy	195 +1	+0.5%	+$6	﹤0.01%	3919
2026 Q1	$1.13K	Sell	194 -2	-1%	-$12	﹤0.01%	3813
2025 Q4	$1.07K	Sell	196 -9	-4%	-$51	﹤0.01%	3690
2025 Q3	$1.26K	Sell	205 -145	-41%	-$918	﹤0.01%	3689
2025 Q2	$2.24K	Buy	350 +148	+73%	+$1.11K	﹤0.01%	3475
2025 Q1	$1.6K	Buy	202 +4	+2%	+$30	﹤0.01%	3027
2024 Q4	$1.54K	Hold	198	–	–	﹤0.01%	2818
2024 Q3	$1.47K	Hold	198	–	–	﹤0.01%	2624
2024 Q2	$1.26K	Hold	198	–	–	﹤0.01%	2683
2024 Q1	$1.63K	Hold	198	–	–	﹤0.01%	2444
2023 Q4	$1.11K	Buy	+198	New	+$993	﹤0.01%	2366

Other funds holding NL

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

EverSource Wealth Advisors's NL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NLI Holdings (NL) stake by 0.52% in Q2 2026, buying an estimated $6 and bringing the position to 195 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #3919.

EverSource Wealth Advisors first reported a position in NL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24K in Q2 2025. 17 funds tracked by Wall St. Rank hold NL as of Q2 2026.

EverSource Wealth Advisors held 195 shares of NLI Holdings worth $1.16K as of Q2 2026.
EverSource Wealth Advisors bought 1 NLI Holdings share in Q2 2026, an estimated $6.
NLI Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3919 holding.
EverSource Wealth Advisors first reported a position in NLI Holdings in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's NLI Holdings position peaked at $2.24K in Q2 2025.
17 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.