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Physician Wealth Advisors’s NI Holdings NODK Stock Holding History

Physician Wealth Advisors’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$629 Buy
+40
New +$559 ﹤0.01% 2007
2025
Q3 		– Sell
-137
Closed -$1.75K – 1994
2025
Q2 		$1.75K Buy
+137
New +$1.77K ﹤0.01% 1098

Other funds holding NODK

AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Physician Wealth Advisors's NODK Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in NI Holdings (NODK) in Q2 2026: 40 shares worth $629. The stake represents ﹤0.01% of the portfolio and ranks #2007 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in NODK as recently as Q2 2025.

Physician Wealth Advisors first reported a position in NODK in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.75K in Q2 2025. 8 funds tracked by Wall St. Rank hold NODK as of Q2 2026.

  • Physician Wealth Advisors held 40 shares of NI Holdings worth $629 as of Q2 2026.
  • NI Holdings was a new Physician Wealth Advisors position in Q2 2026.
  • NI Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2007 holding.
  • Physician Wealth Advisors first reported a position in NI Holdings in Q2 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's NI Holdings position peaked at $1.75K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held NI Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.