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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
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

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EP Wealth Advisors's NMR Position: Q1 2026 in Review

EP Wealth Advisors increased its Nomura Holdings (NMR) stake by 3.6% in Q1 2026, buying an estimated $5.74K and bringing the position to 19,366 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

EP Wealth Advisors first reported a position in NMR in Q2 2025 and has held it in 3 quarters since. The position peaked at $157K in Q4 2025. 271 funds tracked by Wall St. Rank hold NMR as of Q1 2026.

  • EP Wealth Advisors held 19,366 shares of Nomura Holdings worth $153K as of Q1 2026.
  • EP Wealth Advisors bought 666 Nomura Holdings shares in Q1 2026, an estimated $5.74K.
  • Nomura Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1429 holding.
  • EP Wealth Advisors first reported a position in Nomura Holdings in Q2 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Nomura Holdings position peaked at $157K in Q4 2025.
  • 271 funds tracked by Wall St. Rank held Nomura Holdings as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.