GRP
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Global Retirement Partners’s NLI Holdings NL Stock Holding History

Global Retirement Partners’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
2025
Q4 		$4.71K Buy
861
+13
+2% +$74 ﹤0.01% 3460
2025
Q3 		$5.21K Buy
848
+38
+5% +$241 ﹤0.01% 2964
2025
Q2 		$5.18K Buy
+810
New +$6.1K ﹤0.01% 2894

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Global Retirement Partners's NL Position: Q4 2025 in Review

Global Retirement Partners increased its NLI Holdings (NL) stake by 1.5% in Q4 2025, buying an estimated $74 and bringing the position to 861 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3460.

Global Retirement Partners first reported a position in NL in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.21K in Q3 2025. 70 funds tracked by Wall St. Rank hold NL as of Q4 2025.

  • Global Retirement Partners held 861 shares of NLI Holdings worth $4.71K as of Q4 2025.
  • Global Retirement Partners bought 13 NLI Holdings shares in Q4 2025, an estimated $74.
  • NLI Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3460 holding.
  • Global Retirement Partners first reported a position in NLI Holdings in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's NLI Holdings position peaked at $5.21K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held NLI Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.