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 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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cape Investment Advisory's NMR Position: Q1 2026 in Review

Cape Investment Advisory sold out of Nomura Holdings (NMR) in Q1 2026, closing a stake of 1,465 shares — an estimated $12.3K sold.

Cape Investment Advisory first reported a position in NMR in Q1 2023 and held it in 12 quarters. The position peaked at $12.3K in Q4 2025. 271 funds tracked by Wall St. Rank hold NMR as of Q1 2026.

Cape Investment Advisory reported no remaining Nomura Holdings position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 1,465 Nomura Holdings shares in Q1 2026, an estimated $12.3K.
Cape Investment Advisory first reported a position in Nomura Holdings in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's Nomura Holdings position peaked at $12.3K in Q4 2025.
271 funds tracked by Wall St. Rank held Nomura Holdings as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.