FFA
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Farther Finance Advisors’s NLI Holdings NL Stock Holding History

Farther Finance 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 		$12 Sell
2
-164
-99% -$1.01K ﹤0.01% 5924
2026
Q1 		$963 Sell
166
-2
-1% -$12 ﹤0.01% 5121
2025
Q4 		$919 Buy
+168
New +$959 ﹤0.01% 4928

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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Farther Finance Advisors's NL Position: Q2 2026 in Review

Farther Finance Advisors reduced its NLI Holdings (NL) stake by 99% in Q2 2026, selling an estimated $1.01K and leaving 2 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #5924.

Farther Finance Advisors first reported a position in NL in Q4 2025 and has held it in 3 quarters since. The position peaked at $963 in Q1 2026. 8 funds tracked by Wall St. Rank hold NL as of Q2 2026.

  • Farther Finance Advisors held 2 shares of NLI Holdings worth $12 as of Q2 2026.
  • Farther Finance Advisors sold 164 NLI Holdings shares in Q2 2026, an estimated $1.01K.
  • NLI Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5924 holding.
  • Farther Finance Advisors first reported a position in NLI Holdings in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's NLI Holdings position peaked at $963 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.