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IFP Advisors’s NLI Holdings NL Stock Holding History

IFP 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 		$10.6K Buy
1,782
+16
+0.9% +$98 ﹤0.01% 3362
2026
Q1 		$10.3K Buy
1,766
+880
+99% +$5.3K ﹤0.01% 3139
2025
Q4 		$4.85K Sell
886
-6
-0.7% -$34 ﹤0.01% 3430
2025
Q3 		$5.49K Sell
892
-1
-0.1% -$6 ﹤0.01% 3203
2025
Q2 		$5.83K Buy
893
+12
+1% +$90 ﹤0.01% 3261
2025
Q1 		$6.96K Hold
881
– – ﹤0.01% 2704
2024
Q4 		$6.85K Buy
881
+1
+0.1% +$8 ﹤0.01% 2682
2024
Q3 		$6.54K Hold
880
– – ﹤0.01% 2582
2024
Q2 		$5.31K Hold
880
– – ﹤0.01% 2538
2024
Q1 		$6.45K Hold
880
– – ﹤0.01% 2384
2023
Q4 		$4.94K Hold
880
– – ﹤0.01% 2432
2023
Q3 		$4.18K Hold
880
– – ﹤0.01% 2580
2023
Q2 		$4.87K Hold
880
– – ﹤0.01% 2556
2023
Q1 		$8.23K Buy
880
+840
+2,100% +$5.82K ﹤0.01% 2375
2022
Q4 		$1K Hold
40
– – ﹤0.01% 4415
2022
Q3 		$1K Hold
40
– – ﹤0.01% 4620
2022
Q2 		$1K Hold
40
– – ﹤0.01% 4397
2022
Q1 		$1K Hold
40
– – ﹤0.01% 4396
2021
Q4 		$1K Hold
40
– – ﹤0.01% 3061
2021
Q3 		$1K Hold
40
– – ﹤0.01% 3075
2021
Q2 		$0 Hold
40
– – ﹤0.01% 3162
2021
Q1 		$0 Hold
40
– – ﹤0.01% 3151
2020
Q4 		$0 Hold
40
– – ﹤0.01% 3038
2020
Q3 		$0 Hold
40
– – ﹤0.01% 2950
2020
Q2 		$0 Hold
40
– – ﹤0.01% 2875
2020
Q1 		$0 Hold
40
– – ﹤0.01% 2912
2019
Q4 		$0 Hold
40
– – ﹤0.01% 3023
2019
Q3 		$0 Buy
+40
New +$158 ﹤0.01% 3117
2019
Q1 		$0 Sell
40
-82
-67% -$335 ﹤0.01% 3047
2018
Q4 		$0 Hold
122
– – ﹤0.01% 3750
2018
Q3 		$1K Hold
122
– – ﹤0.01% 3702
2018
Q2 		$1K Buy
122
+82
+205% +$704 ﹤0.01% 3746
2018
Q1 		$1K Hold
40
– – ﹤0.01% 3649
2017
Q4 		$1K Sell
40
-122
-75% -$1.55K ﹤0.01% 3700
2017
Q3 		$1K Hold
162
– – ﹤0.01% 3929
2017
Q2 		$1K Hold
162
– – ﹤0.01% 3914
2017
Q1 		$1K Hold
162
– – ﹤0.01% 3830
2016
Q4 		$1K Hold
162
– – ﹤0.01% 3812
2016
Q3 		$1K Hold
162
– – ﹤0.01% 3752
2016
Q2 		$0 Buy
162
+122
+305% +$348 ﹤0.01% 3990
2016
Q1 		$0 Sell
40
-122
-75% -$289 ﹤0.01% 3043
2015
Q4 		$0 Buy
+162
New +$545 ﹤0.01% 3768

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's NL Position: Q2 2026 in Review

IFP Advisors increased its NLI Holdings (NL) stake by 0.91% in Q2 2026, buying an estimated $98 and bringing the position to 1,782 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3362.

IFP Advisors first reported a position in NL in Q4 2015 and has held it in 42 quarters since. 7 funds tracked by Wall St. Rank hold NL as of Q2 2026.

  • IFP Advisors held 1,782 shares of NLI Holdings worth $10.6K as of Q2 2026.
  • IFP Advisors bought 16 NLI Holdings shares in Q2 2026, an estimated $98.
  • NLI Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3362 holding.
  • IFP Advisors first reported a position in NLI Holdings in Q4 2015 and has held it in 42 quarters since.
  • 7 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.