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Global Financial Private Client’s Nasdaq NDAQ Stock Holding History

Global Financial Private Client’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Buy
18,153
+2,851
+19% +$250K 0.39% 78
2026
Q1 		$1.3M Buy
15,302
+2,747
+22% +$246K 0.43% 70
2025
Q4 		$1.22M Buy
12,555
+261
+2% +$23.5K 0.43% 69
2025
Q3 		$1.09M Buy
12,294
+185
+2% +$17.1K 0.39% 79
2025
Q2 		$1.08M Buy
12,109
+219
+2% +$17.5K 0.41% 74
2025
Q1 		$902K Sell
11,890
-225
-2% -$17.7K 0.34% 80
2024
Q4 		$937K Buy
12,115
+1,709
+16% +$132K 0.35% 82
2024
Q3 		$760K Buy
10,406
+4,839
+87% +$330K 0.3% 94
2024
Q2 		$335K Buy
+5,567
New +$337K 0.14% 151

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Global Financial Private Client's NDAQ Position: Q2 2026 in Review

Global Financial Private Client increased its Nasdaq (NDAQ) stake by 19% in Q2 2026, buying an estimated $250K and bringing the position to 18,153 shares worth $1.43M. The position accounts for 0.39% of the portfolio, ranked #78.

Global Financial Private Client first reported a position in NDAQ in Q2 2024 and has held it in 9 quarters since. 398 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Global Financial Private Client held 18,153 shares of Nasdaq worth $1.43M as of Q2 2026.
  • Global Financial Private Client bought 2,851 Nasdaq shares in Q2 2026, an estimated $250K.
  • Nasdaq made up 0.39% of Global Financial Private Client's portfolio in Q2 2026, its #78 holding.
  • Global Financial Private Client first reported a position in Nasdaq in Q2 2024 and has held it in 9 quarters since.
  • 398 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.