Phoenix Financial
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
Q1 		– Sell
-444,800
Closed -$50.3K – 521
2025
Q4 		$50.3K Sell
444,800
-297,200
-40% -$35.9M ﹤0.01% 458
2025
Q3 		$107K Buy
+742,000
New +$111M ﹤0.01% 450

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Brandes Investment Partners
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
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Menora Mivtachim Holdings
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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Migdal Insurance & Financial Holdings
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. 319 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.
  • 319 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.