True Wealth Design’s NLI Holdings NL Stock Holding History

True Wealth Design’s Portfolio NL Stock Details NL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14	Buy	+2	New	+$13	﹤0.01%	2558

Other funds holding NL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

True Wealth Design's NL Position: Q3 2026 in Review

True Wealth Design opened a new position in NLI Holdings (NL) in Q3 2026: 2 shares worth $14. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings.

40 funds tracked by Wall St. Rank hold NL as of Q3 2026.

True Wealth Design held 2 shares of NLI Holdings worth $14 as of Q3 2026.
NLI Holdings was a new True Wealth Design position in Q3 2026.
NLI Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2558 holding.
40 funds tracked by Wall St. Rank held NLI Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.