IFG
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Independent Financial Group’s NIO NIO Stock Holding History

Independent Financial Group’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.3K Buy
10,919
+545
+5% +$3.17K ﹤0.01% 1531
2026
Q1 		$62.6K Sell
10,374
-2,500
-19% -$12.6K ﹤0.01% 1435
2025
Q4 		$65.7K Buy
12,874
+575
+5% +$3.55K ﹤0.01% 1391
2025
Q3 		$93.7K Sell
12,299
-1,554
-11% -$8.37K ﹤0.01% 1335
2025
Q2 		$47.5K Sell
13,853
-3,895
-22% -$14.5K ﹤0.01% 1279
2025
Q1 		$67.6K Sell
17,748
-1,043
-6% -$4.59K ﹤0.01% 1156
2024
Q4 		$81.9K Buy
18,791
+3,000
+19% +$15.3K ﹤0.01% 1141
2024
Q3 		$105K Sell
15,791
-7,265
-32% -$33.4K ﹤0.01% 1102
2024
Q2 		$95.9K Buy
23,056
+2,213
+11% +$10.5K ﹤0.01% 1055
2024
Q1 		$93.8K Sell
20,843
-2,944
-12% -$17.8K ﹤0.01% 987
2023
Q4 		$216K Sell
23,787
-4,850
-17% -$38.5K 0.01% 864
2023
Q3 		$259K Buy
28,637
+727
+3% +$8.09K 0.02% 723
2023
Q2 		$270K Sell
27,910
-1,000
-3% -$8.46K 0.02% 683
2023
Q1 		$304K Buy
28,910
+1,575
+6% +$16.1K 0.02% 602
2022
Q4 		$267K Buy
27,335
+1,540
+6% +$17.7K 0.02% 594
2022
Q3 		$407K Sell
25,795
-950
-4% -$18.8K 0.04% 453
2022
Q2 		$581K Sell
26,745
-2,375
-8% -$43.6K 0.06% 340
2022
Q1 		$613K Sell
29,120
-1,750
-6% -$41.2K 0.05% 364
2021
Q4 		$978K Buy
30,870
+1,859
+6% +$68.3K 0.08% 256
2021
Q3 		$1.03M Sell
29,011
-21,853
-43% -$898K 0.11% 206
2021
Q2 		$2.71M Sell
50,864
-20,038
-28% -$803K 0.29% 77
2021
Q1 		$2.76M Sell
70,902
-969
-1% -$49.4K 0.36% 60
2020
Q4 		$3.5M Buy
71,871
+45,341
+171% +$1.75M 0.52% 31
2020
Q3 		$563K Sell
26,530
-2,270
-8% -$35K 0.11% 210
2020
Q2 		$222K Buy
28,800
+900
+3% +$3.96K 0.05% 391
2020
Q1 		$77.6K Buy
+27,900
New +$104K 0.02% 390

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Independent Financial Group's NIO Position: Q2 2026 in Review

Independent Financial Group increased its NIO (NIO) stake by 5.3% in Q2 2026, buying an estimated $3.17K and bringing the position to 10,919 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Independent Financial Group first reported a position in NIO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.5M in Q4 2020. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Independent Financial Group held 10,919 shares of NIO worth $55.3K as of Q2 2026.
  • Independent Financial Group bought 545 NIO shares in Q2 2026, an estimated $3.17K.
  • NIO made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1531 holding.
  • Independent Financial Group first reported a position in NIO in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's NIO position peaked at $3.5M in Q4 2020.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.