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NEARNEAR
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES U S ETF TR

OSAIC HOLDINGS, INC. holds 524,353 shares of NEAR (ISHARES U S ETF TR), worth $26.6M as of 2026-Q2. The position was decreased (-7.1% shares). NEAR represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$26.6M

Current Shares

524,353

Total Value Change

+$17.4M

Total Shares Change

+345,522

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
524,353
-7.1%
$26.6M0.0%$50.30
0
2026-Q1
Increased
564,586
+71.9%
$28.7M0.0%$49.94
43
2025-Q4
Increased
328,516
+16.9%
$16.8M0.0%$49.86
33
2025-Q3
Increased
281,020
+6.7%
$14.4M0.0%$49.25
30
2025-Q2
Decreased
263,272
-3.7%
$13.5M0.0%$48.55
0
2025-Q1
Increased
273,449
+36.0%
$13.9M0.0%$47.78
36
2024-Q4
Increased
201,018
+12.4%
$10.2M0.0%$47.08
31
2024-Q3
Decreased
178,831
-16.5%
$9.2M0.0%$46.96
0

Other major holders of NEAR: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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