Forum Financial Management’s Nomura Holdings NMR Stock Holding History

Forum Financial Management’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	-93,911	Closed	-$788K	–	754
2025 Q4	$788K	Hold	93,911	–	–	0.01%	311
2025 Q3	$683K	Buy	93,911 +1,100	+1%	+$7.72K	0.01%	337
2025 Q2	$611K	Sell	92,811 -13,787	-13%	-$80.7K	0.01%	343
2025 Q1	$656K	Hold	106,598	–	–	0.01%	283
2024 Q4	$617K	Buy	106,598 +37,947	+55%	+$215K	0.01%	312
2024 Q3	$358K	Hold	68,651	–	–	0.01%	443
2024 Q2	$397K	Hold	68,651	–	–	0.01%	389
2024 Q1	$441K	Buy	68,651 +10,362	+18%	+$57.5K	0.01%	370
2023 Q4	$263K	Sell	58,289 -16,949	-23%	-$69.7K	0.01%	517
2023 Q3	$302K	Hold	75,238	–	–	0.01%	421
2023 Q2	$288K	Hold	75,238	–	–	0.01%	448
2023 Q1	$286K	Hold	75,238	–	–	0.01%	417
2022 Q4	$282K	Hold	75,238	–	–	0.01%	411
2022 Q3	$248K	Hold	75,238	–	–	0.01%	414
2022 Q2	$269K	Hold	75,238	–	–	0.01%	393
2022 Q1	$317K	Hold	75,238	–	–	0.02%	366
2021 Q4	$326K	Buy	+75,238	New	+$341K	0.02%	377

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

Forum Financial Management's NMR Position: Q1 2026 in Review

Forum Financial Management sold out of Nomura Holdings (NMR) in Q1 2026, closing a stake of 93,911 shares — an estimated $788K sold.

Forum Financial Management first reported a position in NMR in Q4 2021 and held it in 17 quarters. The position peaked at $788K in Q4 2025. 271 funds tracked by Wall St. Rank hold NMR as of Q1 2026.

Forum Financial Management reported no remaining Nomura Holdings position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 93,911 Nomura Holdings shares in Q1 2026, an estimated $788K.
Forum Financial Management first reported a position in Nomura Holdings in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Nomura Holdings position peaked at $788K in Q4 2025.
271 funds tracked by Wall St. Rank held Nomura Holdings as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.