Institute for Wealth Management’s NLI Holdings NL Stock Holding History

Institute for Wealth Management’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	$13.1K	Buy	+2,200	New	+$13.5K	﹤0.01%	1254

Other funds holding NL

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Institute for Wealth Management's NL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NLI Holdings (NL) in Q2 2026: 2,200 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings.

15 funds tracked by Wall St. Rank hold NL as of Q2 2026.

Institute for Wealth Management held 2,200 shares of NLI Holdings worth $13.1K as of Q2 2026.
NLI Holdings was a new Institute for Wealth Management position in Q2 2026.
NLI Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1254 holding.
15 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.