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Money Concepts Capital’s NLI Holdings NL Stock Holding History

Money Concepts Capital’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
Q1 		$91.7K Buy
+15,722
New +$94.8K 0.01% 558
2023
Q1 		– Sell
-1,000
Closed -$6.81K – 2028
2022
Q4 		$6.81K Buy
+1,000
New +$7.46K ﹤0.01% 2205

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Money Concepts Capital's NL Position: Q1 2026 in Review

Money Concepts Capital opened a new position in NLI Holdings (NL) in Q1 2026: 15,722 shares worth $91.7K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in NL as recently as Q4 2022.

Money Concepts Capital first reported a position in NL in Q4 2022 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold NL as of Q1 2026.

  • Money Concepts Capital held 15,722 shares of NLI Holdings worth $91.7K as of Q1 2026.
  • NLI Holdings was a new Money Concepts Capital position in Q1 2026.
  • NLI Holdings made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #558 holding.
  • Money Concepts Capital first reported a position in NLI Holdings in Q4 2022 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held NLI Holdings as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.