NICOLA WEALTH MANAGEMENT LTD.
All 13F Filings
- Location
- Vancouver, A1
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 868,420
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 61 | 868,420 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
| Q1 2026 | 5/7/2026 | 62 | 833,039 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
| Q4 2025 | 2/9/2026 | 65 | 1,098,961 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
| Q3 2025 | 10/31/2025 | 65 | 1,123,384 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
| Q2 2025 | 8/11/2025 | 104 | 1,066,709 | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 867.3 K | 99.9% | 35.37 K | 0 | 35.37 K |
| ETFs | 1.096 K | 0.1% | 6 | 0 | 6 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
868,420
Holdings
61
QoQ value change ($000)
35,381
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.