Cape Investment Advisory’s Nomura Holdings NMR Stock Holding History

Cape Investment Advisory’s Portfolio NMR Stock Details NMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.3K	Buy	+2,430	New	+$20.2K	0.01%	687
2026 Q1	–	Sell	-1,465	Closed	-$12.3K	–	847
2025 Q4	$12.3K	Buy	1,465 +322	+28%	+$2.4K	﹤0.01%	711
2025 Q3	$8.31K	Buy	1,143 +278	+32%	+$1.95K	0.01%	440
2025 Q2	$5.69K	Buy	865 +231	+36%	+$1.35K	﹤0.01%	735
2025 Q1	$3.9K	Sell	634 -212	-25%	-$1.35K	﹤0.01%	806
2024 Q4	$4.9K	Hold	846	–	–	﹤0.01%	749
2024 Q3	$4.42K	Hold	846	–	–	﹤0.01%	732
2024 Q2	$4.89K	Hold	846	–	–	﹤0.01%	665
2024 Q1	$5.43K	Buy	846 +249	+42%	+$1.38K	﹤0.01%	635
2023 Q4	$2.69K	Hold	597	–	–	﹤0.01%	888
2023 Q3	$2.4K	Hold	597	–	–	﹤0.01%	771
2023 Q2	$2.29K	Buy	597 +178	+42%	+$659	﹤0.01%	758
2023 Q1	$1.59K	Buy	+419	New	+$1.65K	﹤0.01%	837

Other funds holding NMR

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cape Investment Advisory's NMR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Nomura Holdings (NMR) in Q2 2026: 2,430 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #687 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NMR as recently as Q4 2025.

Cape Investment Advisory first reported a position in NMR in Q1 2023 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold NMR as of Q2 2026.

Cape Investment Advisory held 2,430 shares of Nomura Holdings worth $21.3K as of Q2 2026.
Nomura Holdings was a new Cape Investment Advisory position in Q2 2026.
Nomura Holdings made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #687 holding.
Cape Investment Advisory first reported a position in Nomura Holdings in Q1 2023 and has held it in 13 quarters since.
300 funds tracked by Wall St. Rank held Nomura Holdings as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.