RFG Advisory’s NIO NIO Stock Holding History

RFG Advisory’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 Q2	$66.3K	Sell	13,095 -280	-2%	-$1.63K	﹤0.01%	1113
2026 Q1	$80.7K	Sell	13,375 -2,031	-13%	-$10.3K	﹤0.01%	1031
2025 Q4	$78.6K	Buy	15,406 +1,191	+8%	+$7.35K	﹤0.01%	972
2025 Q3	$108K	Buy	+14,215	New	+$76.6K	﹤0.01%	945

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ANHIM

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RFG Advisory's NIO Position: Q2 2026 in Review

RFG Advisory reduced its NIO (NIO) stake by 2.1% in Q2 2026, selling an estimated $1.63K and leaving 13,095 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

RFG Advisory first reported a position in NIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $108K in Q3 2025. 111 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

RFG Advisory held 13,095 shares of NIO worth $66.3K as of Q2 2026.
RFG Advisory sold 280 NIO shares in Q2 2026, an estimated $1.63K.
NIO made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1113 holding.
RFG Advisory first reported a position in NIO in Q3 2025 and has held it in 4 quarters since.
RFG Advisory's NIO position peaked at $108K in Q3 2025.
111 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.