Americana Partners’s Nebius Group N.V. NBIS Stock Holding History

Americana Partners’s Portfolio NBIS Stock Details NBIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$502K	Sell	1,817 -451	-20%	-$89.3K	0.01%	402
2026 Q1	$235K	Sell	2,268 -1,363	-38%	-$136K	0.01%	467
2025 Q4	$304K	Buy	3,631 +404	+13%	+$41.9K	0.01%	400
2025 Q3	$362K	Buy	+3,227	New	+$224K	0.01%	354

Other funds holding NBIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Americana Partners's NBIS Position: Q2 2026 in Review

Americana Partners reduced its Nebius Group N.V. (NBIS) stake by 20% in Q2 2026, selling an estimated $89.3K and leaving 1,817 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #402.

Americana Partners first reported a position in NBIS in Q3 2025 and has held it in 4 quarters since. 1,068 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Americana Partners held 1,817 shares of Nebius Group N.V. worth $502K as of Q2 2026.
Americana Partners sold 451 Nebius Group N.V. shares in Q2 2026, an estimated $89.3K.
Nebius Group N.V. made up 0.01% of Americana Partners's portfolio in Q2 2026, its #402 holding.
Americana Partners first reported a position in Nebius Group N.V. in Q3 2025 and has held it in 4 quarters since.
1,068 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.