Financial Management Professionals
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Financial Management Professionals’s Neptune Insurance Holdings NP Stock Holding History

Financial Management Professionals’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.7K Hold
684
– – ﹤0.01% 476
2026
Q2 		$21.5K Hold
684
– – ﹤0.01% 437
2026
Q1 		$16.5K Buy
+684
New +$15.8K ﹤0.01% 443

Other funds holding NP

Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Management Professionals's NP Position: Q3 2026 in Review

Financial Management Professionals held its Neptune Insurance Holdings (NP) position steady in Q3 2026 at 684 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Financial Management Professionals first reported a position in NP in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.5K in Q2 2026. 10 funds tracked by Wall St. Rank hold NP as of Q3 2026.

  • Financial Management Professionals held 684 shares of Neptune Insurance Holdings worth $18.7K as of Q3 2026.
  • Financial Management Professionals left its Neptune Insurance Holdings share count unchanged in Q3 2026.
  • Neptune Insurance Holdings made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #476 holding.
  • Financial Management Professionals first reported a position in Neptune Insurance Holdings in Q1 2026 and has held it in 3 quarters since.
  • Financial Management Professionals's Neptune Insurance Holdings position peaked at $21.5K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Neptune Insurance Holdings as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.