EWA
NMR icon

EP Wealth Advisors’s Nomura Holdings NMR Stock Holding History

EP Wealth Advisors’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 		$197K Buy
22,452
+3,086
+16% +$25.7K ﹤0.01% 1516
2026
Q1 		$153K Buy
19,366
+666
+4% +$5.74K ﹤0.01% 1429
2025
Q4 		$157K Buy
+18,700
New +$140K ﹤0.01% 1418
2025
Q2 		$71.6K Buy
+10,885
New +$63.7K ﹤0.01% 1400

Other funds holding NMR

Fisher Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EP Wealth Advisors's NMR Position: Q2 2026 in Review

EP Wealth Advisors increased its Nomura Holdings (NMR) stake by 16% in Q2 2026, buying an estimated $25.7K and bringing the position to 22,452 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

EP Wealth Advisors first reported a position in NMR in Q2 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold NMR as of Q2 2026.

  • EP Wealth Advisors held 22,452 shares of Nomura Holdings worth $197K as of Q2 2026.
  • EP Wealth Advisors bought 3,086 Nomura Holdings shares in Q2 2026, an estimated $25.7K.
  • Nomura Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1516 holding.
  • EP Wealth Advisors first reported a position in Nomura Holdings in Q2 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Nomura Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.