James T. Borello
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James T. Borello’s Nomura Holdings NMR Stock Holding History

James T. Borello’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
Q3 		$17.9K Hold
1,827
– – ﹤0.01% 451
2026
Q2 		$16K Hold
1,827
– – ﹤0.01% 469
2026
Q1 		$14.4K Buy
1,827
+1,792
+5,120% +$15.4K ﹤0.01% 456
2025
Q4 		$294 Buy
+35
New +$261 ﹤0.01% 978

Other funds holding NMR

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

James T. Borello's NMR Position: Q3 2026 in Review

James T. Borello held its Nomura Holdings (NMR) position steady in Q3 2026 at 1,827 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

James T. Borello first reported a position in NMR in Q4 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold NMR as of Q3 2026.

  • James T. Borello held 1,827 shares of Nomura Holdings worth $17.9K as of Q3 2026.
  • James T. Borello left its Nomura Holdings share count unchanged in Q3 2026.
  • Nomura Holdings made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #451 holding.
  • James T. Borello first reported a position in Nomura Holdings in Q4 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Nomura Holdings as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.