SEC Form 13F · Q2 2026

NICOLA WEALTH MANAGEMENT LTD.

Institutional Holdings Report

13F-HRA1
$868.4M
Portfolio Value
61
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
NICOLA WEALTH MANAGEMENT LTD.
CIK
1734493
Accession No.
0001734493-26-000006
Location
VANCOUVER, A1
Form Type
13F-HR
Portfolio Value
$868.4M
Holdings Reported
61
Reporting Period
Q2 2026
Filed
August 6, 2026

About this Filing

NICOLA WEALTH MANAGEMENT LTD. is an institutional investment manager based in VANCOUVER, A1 reporting approximately $868.4M in 13(f) securities across 61 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.