NUMG β€” NUSHARES ETF TR

Ownership history in HM PAYSON & CO  Β·  1 quarter on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in NUSHARES ETF TR (NUMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    NUMG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 5 β€” β€” 0.00% $244 $48.67

🏒 Other funds also holding NUMG

As of 2025 Q4 β€” sorted by position size

Cook Wealth, LLC 3Y 0.29% Fingerlakes Wealth Management, Inc. 3Y 0.27% McClarren Financial Advisors, Inc. 3Y 0.21% SK Wealth Management, LLC 0.17% Neumann Capital Management, LLC 3Y 7Y 0.16% High Note Wealth, LLC 3Y 0.15% Revolve Wealth Partners, LLC 3Y 0.15% Evergreen Private Wealth LLC 0.13% Ameritas Advisory Services, LLC 3Y 0.13% IAG Wealth Partners, LLC 3Y 0.1%
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