Prospera Financial Services
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Prospera Financial Services’s NIO NIO Stock Holding History

Prospera Financial Services’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$109K Buy
33,913
+3,598
+12% +$15.7K ﹤0.01% 1473
2026
Q2 		$153K Buy
30,315
+5,189
+21% +$30.2K ﹤0.01% 1418
2026
Q1 		$152K Sell
25,126
-500
-2% -$2.52K ﹤0.01% 1369
2025
Q4 		$131K Sell
25,626
-3,724
-13% -$23K ﹤0.01% 1322
2025
Q3 		$224K Buy
29,350
+370
+1% +$1.99K ﹤0.01% 1260
2025
Q2 		$99.4K Sell
28,980
-1,914
-6% -$7.13K ﹤0.01% 1283
2025
Q1 		$118K Sell
30,894
-150
-0.5% -$660 ﹤0.01% 1139
2024
Q4 		$135K Sell
31,044
-5,766
-16% -$29.3K ﹤0.01% 1105
2024
Q3 		$246K Sell
36,810
-130
-0.4% -$597 0.01% 1001
2024
Q2 		$154K Buy
36,940
+330
+0.9% +$1.56K ﹤0.01% 1088
2024
Q1 		$165K Sell
36,610
-962
-3% -$5.8K ﹤0.01% 1055
2023
Q4 		$341K Hold
37,572
– – 0.01% 792
2023
Q3 		$340K Buy
37,572
+3,829
+11% +$42.6K 0.01% 757
2023
Q2 		$327K Sell
33,743
-6,200
-16% -$52.5K 0.01% 759
2023
Q1 		$420K Sell
39,943
-1,283
-3% -$13.1K 0.02% 670
2022
Q4 		$402K Sell
41,226
-2,135
-5% -$24.6K 0.02% 595
2022
Q3 		$684K Buy
43,361
+5,660
+15% +$112K 0.04% 455
2022
Q2 		$819K Buy
37,701
+7,610
+25% +$140K 0.04% 411
2022
Q1 		$633K Buy
30,091
+3,346
+13% +$78.8K 0.03% 533
2021
Q4 		$848K Sell
26,745
-13,046
-33% -$479K 0.04% 446
2021
Q3 		$1.42M Buy
39,791
+2,379
+6% +$97.7K 0.07% 310
2021
Q2 		$1.99M Buy
37,412
+31,147
+497% +$1.25M 0.1% 242
2021
Q1 		$244K Buy
+6,265
New +$319K 0.01% 673
2020
Q4 		– Sell
-4,750
Closed -$101K – 1252
2020
Q3 		$101K Buy
+4,750
New +$73.1K 0.04% 403

Other funds holding NIO

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Prospera Financial Services's NIO Position: Q3 2026 in Review

Prospera Financial Services increased its NIO (NIO) stake by 12% in Q3 2026, buying an estimated $15.7K and bringing the position to 33,913 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Prospera Financial Services first reported a position in NIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.99M in Q2 2021. 194 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

  • Prospera Financial Services held 33,913 shares of NIO worth $109K as of Q3 2026.
  • Prospera Financial Services bought 3,598 NIO shares in Q3 2026, an estimated $15.7K.
  • NIO made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1473 holding.
  • Prospera Financial Services first reported a position in NIO in Q3 2020 and has held it in 24 quarters since.
  • Prospera Financial Services's NIO position peaked at $1.99M in Q2 2021.
  • 194 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.