FMLI
BALI icon

Fukoku Mutual Life Insurance’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Fukoku Mutual Life Insurance’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.9M Buy
737,000
+371,000
+101% +$12.3M 1.45% 28
2026
Q1 		$11.3M Buy
+366,000
New +$11.6M 0.74% 42

Other funds holding BALI

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Fukoku Mutual Life Insurance's BALI Position: Q2 2026 in Review

Fukoku Mutual Life Insurance increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 101% in Q2 2026, buying an estimated $12.3M and bringing the position to 737,000 shares worth $24.9M. The position accounts for 1.45% of the portfolio, ranked #28.

Fukoku Mutual Life Insurance first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Fukoku Mutual Life Insurance held 737,000 shares of iShares U.S. Large Cap Premium Income Active ETF worth $24.9M as of Q2 2026.
  • Fukoku Mutual Life Insurance bought 371,000 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $12.3M.
  • iShares U.S. Large Cap Premium Income Active ETF made up 1.45% of Fukoku Mutual Life Insurance's portfolio in Q2 2026, its #28 holding.
  • Fukoku Mutual Life Insurance first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.