Willow Financial
NDAQ icon

Willow Financial’s Nasdaq NDAQ Stock Holding History

Willow Financial’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$436K Buy
+4,742
New +$443K 0.41% 37

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Geode Capital Management
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Franklin Resources
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UBS Group
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Willow Financial's NDAQ Position: Q3 2026 in Review

Willow Financial opened a new position in Nasdaq (NDAQ) in Q3 2026: 4,742 shares worth $436K. The stake represents 0.41% of the portfolio and ranks #37 among its holdings.

915 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Willow Financial held 4,742 shares of Nasdaq worth $436K as of Q3 2026.
  • Nasdaq was a new Willow Financial position in Q3 2026.
  • Nasdaq made up 0.41% of Willow Financial's portfolio in Q3 2026, its #37 holding.
  • 915 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.