PAG
NVNI

Private Advisor Group’s Nvni Group NVNI Stock Holding History

Private Advisor Group’s Portfolio NVNI Stock Details NVNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$8.3K – 2720
2025
Q3 		$8.3K Hold
1,000
– – ﹤0.01% 2513
2025
Q2 		$2.96K Hold
1,000
– – ﹤0.01% 2440
2025
Q1 		$2.14K Buy
+1,000
New +$21.5K ﹤0.01% 2302

Other funds holding NVNI

DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
T2I
Turim 21 Investimentos Rio De Janeiro, Brazil $399M AUM 20.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Private Advisor Group's NVNI Position: Q4 2025 in Review

Private Advisor Group sold out of Nvni Group (NVNI) in Q4 2025, closing a stake of 1,000 shares — an estimated $8.3K sold.

Private Advisor Group first reported a position in NVNI in Q1 2025 and held it in 3 quarters. The position peaked at $8.3K in Q3 2025. 10 funds tracked by Wall St. Rank hold NVNI as of Q4 2025.

  • Private Advisor Group reported no remaining Nvni Group position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 1,000 Nvni Group shares in Q4 2025, an estimated $8.3K.
  • Private Advisor Group first reported a position in Nvni Group in Q1 2025 and held it in 3 quarters.
  • Private Advisor Group's Nvni Group position peaked at $8.3K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Nvni Group as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.