Nvest Financial, LLC - Q12026 Holdings

Nvest Financial, LLC holds 139 stocks with a total portfolio value of $ 268.41M as of Q12026. In Q12026, Nvest Financial, LLC added 15 new positions, increased stakes in 75 stocks, reduced 32 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IWF), representing 6.51% of the total portfolio.