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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
Q2 		$96.3K Buy
16,180
+458
+3% +$2.81K ﹤0.01% 625
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Money Concepts Capital's NL Position: Q2 2026 in Review

Money Concepts Capital increased its NLI Holdings (NL) stake by 2.9% in Q2 2026, buying an estimated $2.81K and bringing the position to 16,180 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Money Concepts Capital first reported a position in NL in Q4 2022 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold NL as of Q2 2026.

  • Money Concepts Capital held 16,180 shares of NLI Holdings worth $96.3K as of Q2 2026.
  • Money Concepts Capital bought 458 NLI Holdings shares in Q2 2026, an estimated $2.81K.
  • NLI Holdings made up ﹤0.01% of Money Concepts Capital's portfolio in Q2 2026, its #625 holding.
  • Money Concepts Capital first reported a position in NLI Holdings in Q4 2022 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held NLI Holdings as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.