National Philanthropic Trust’s MoneyLion Inc. ML Stock Holding History

National Philanthropic Trust’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,377	Closed	-$1.5M	–	297
2025 Q1	$1.5M	Buy	+17,377	New	+$1.51M	0.02%	137

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

National Philanthropic Trust's ML Position: Q2 2025 in Review

National Philanthropic Trust sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 17,377 shares — an estimated $1.5M sold.

National Philanthropic Trust first reported a position in ML in Q1 2025 and held it in 1 quarter. The position peaked at $1.5M in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

National Philanthropic Trust reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
National Philanthropic Trust sold 17,377 MoneyLion Inc. shares in Q2 2025, an estimated $1.5M.
National Philanthropic Trust first reported a position in MoneyLion Inc. in Q1 2025 and held it in 1 quarter.
National Philanthropic Trust's MoneyLion Inc. position peaked at $1.5M in Q1 2025.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on National Philanthropic Trust's 13F filing for Q2 2025, filed 15 May 2026.