PF
NICE icon

Phoenix Financial’s Nice NICE Stock Holding History

Phoenix Financial’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.6M Buy
678,460
+394,960
+139% +$38.3M 0.42% 51
2026
Q1 		$31.3M Buy
+283,500
New +$32.4M 0.3% 56
2025
Q4 		– Sell
-683,800
Closed -$82.6M – 490
2025
Q3 		$99M Sell
683,800
-495,800
-42% -$74.4M 1.21% 24
2025
Q2 		$210M Sell
1,179,600
-222,938
-16% -$35.9M 2.77% 8
2025
Q1 		$194M Sell
1,402,538
-46,859
-3% -$7.5M 2.96% 7
2024
Q4 		$254M Sell
1,449,397
-361,600
-20% -$64.5M 3.46% 5
2024
Q3 		$331M Buy
1,810,997
+304,701
+20% +$52.3M 4.89% 3
2024
Q2 		$305M Buy
1,506,296
+130,510
+9% +$26.9M 4.65% 3
2024
Q1 		$368M Buy
1,375,786
+79,767
+6% +$18.1M 5.08% 4
2023
Q4 		$305M Buy
1,296,019
+30,312
+2% +$5.45M 5.04% 3
2023
Q3 		$215M Buy
1,265,707
+834,819
+194% +$166M 3.94% 4
2023
Q2 		$89M Buy
430,888
+118,744
+38% +$24.5M 1.82% 17
2023
Q1 		$71.4M Sell
312,144
-49,371
-14% -$10.4M 1.6% 19
2022
Q4 		$69.5M Buy
361,515
+220,062
+156% +$42.4M 1.35% 23
2022
Q3 		$27.2M Buy
141,453
+59,658
+73% +$12.5M 0.6% 50
2022
Q2 		$15.8M Buy
81,795
+1,257
+2% +$254K 0.32% 71
2022
Q1 		$17.6M Sell
80,538
-2,687
-3% -$651K 0.3% 81
2021
Q4 		$25.3M Sell
83,225
-21,936
-21% -$6.33M 0.42% 68
2021
Q3 		$29.8M Sell
105,161
-23,583
-18% -$6.54M 0.52% 65
2021
Q2 		$31.8M Buy
128,744
+68,570
+114% +$15.8M 0.61% 62
2021
Q1 		$13.1M Buy
60,174
+22,280
+59% +$5.58M 0.3% 89
2020
Q4 		$10.7M Sell
37,894
-15,656
-29% -$3.81M 0.29% 101
2020
Q3 		$11.5M Buy
53,550
+71
+0.1% +$15.1K 0.48% 73
2020
Q2 		$9.6M Sell
53,479
-1,570
-3% -$275K 0.41% 75
2020
Q1 		$7.72M Sell
55,049
-5,535
-9% -$893K 0.39% 79
2019
Q4 		$9.34M Sell
60,584
-1,694
-3% -$259K 0.39% 86
2019
Q3 		$8.54M Buy
+62,278
New +$9.3M 0.4% 86

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Phoenix Financial's NICE Position: Q2 2026 in Review

Phoenix Financial increased its Nice (NICE) stake by 139% in Q2 2026, buying an estimated $38.3M and bringing the position to 678,460 shares worth $61.6M. The position accounts for 0.42% of the portfolio, ranked #51.

Phoenix Financial first reported a position in NICE in Q3 2019 and has held it in 27 quarters since. The position peaked at $368M in Q1 2024. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Phoenix Financial held 678,460 shares of Nice worth $61.6M as of Q2 2026.
  • Phoenix Financial bought 394,960 Nice shares in Q2 2026, an estimated $38.3M.
  • Nice made up 0.42% of Phoenix Financial's portfolio in Q2 2026, its #51 holding.
  • Phoenix Financial first reported a position in Nice in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's Nice position peaked at $368M in Q1 2024.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.