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Mark Sheptoff Financial Planning’s NLI Holdings NL Stock Holding History

Mark Sheptoff Financial Planning’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 		$595 Hold
100
– – ﹤0.01% 500
2026
Q1 		$586 Hold
100
– – ﹤0.01% 494
2025
Q4 		$547 Hold
100
– – ﹤0.01% 491
2025
Q3 		$615 Buy
+100
New +$633 ﹤0.01% 464

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

Mark Sheptoff Financial Planning's NL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its NLI Holdings (NL) position steady in Q2 2026 at 100 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Mark Sheptoff Financial Planning first reported a position in NL in Q3 2025 and has held it in 4 quarters since. The position peaked at $615 in Q3 2025. 79 funds tracked by Wall St. Rank hold NL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 100 shares of NLI Holdings worth $595 as of Q2 2026.
  • Mark Sheptoff Financial Planning left its NLI Holdings share count unchanged in Q2 2026.
  • NLI Holdings made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #500 holding.
  • Mark Sheptoff Financial Planning first reported a position in NLI Holdings in Q3 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's NLI Holdings position peaked at $615 in Q3 2025.
  • 79 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.