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Larson Financial Group’s NIO NIO Stock Holding History

Larson 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
2021
Q1 		– Sell
-600
Closed -$2K – 897
2020
Q4 		$2K Buy
+600
New +$23.2K ﹤0.01% 646

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's NIO Position: Q1 2026 in Review

Larson Financial Group increased its NIO (NIO) stake by 113% in Q1 2026, buying an estimated $2.75K and bringing the position to 1,024 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Larson Financial Group first reported a position in NIO in Q4 2020 and has held it in 22 quarters since. The position peaked at $210K in Q1 2022. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Larson Financial Group held 1,024 shares of NIO worth $6.17K as of Q1 2026.
  • Larson Financial Group bought 544 NIO shares in Q1 2026, an estimated $2.75K.
  • NIO made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2492 holding.
  • Larson Financial Group first reported a position in NIO in Q4 2020 and has held it in 22 quarters since.
  • Larson Financial Group's NIO position peaked at $210K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.