IWC
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Integrated Wealth Concepts’s NLI Holdings NL Stock Holding History

Integrated Wealth Concepts’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 		$787 Buy
+132
New +$811 ﹤0.01% 5582

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's NL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NLI Holdings (NL) in Q2 2026: 132 shares worth $787. The stake represents ﹤0.01% of the portfolio and ranks #5582 among its holdings.

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

  • Integrated Wealth Concepts held 132 shares of NLI Holdings worth $787 as of Q2 2026.
  • NLI Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • NLI Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5582 holding.
  • 80 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.