JFS Wealth Advisors’s Nomura Holdings NMR Stock Holding History

JFS 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	$20.2K	Hold	2,303	–	–	﹤0.01%	765
2026 Q1	$18.2K	Hold	2,303	–	–	﹤0.01%	761
2025 Q4	$19.3K	Hold	2,303	–	–	﹤0.01%	757
2025 Q3	$16.7K	Hold	2,303	–	–	﹤0.01%	734
2025 Q2	$15.2K	Buy	2,303 +195	+9%	+$1.14K	﹤0.01%	725
2025 Q1	$13K	Buy	2,108 +158	+8%	+$1.01K	﹤0.01%	793
2024 Q4	$11.3K	Sell	1,950 -541	-22%	-$3.07K	﹤0.01%	815
2024 Q3	$13K	Buy	2,491 +1,492	+149%	+$8.47K	﹤0.01%	763
2024 Q2	$5.78K	Hold	999	–	–	﹤0.01%	1009
2024 Q1	$6.41K	Buy	999 +2	+0.2%	+$11	﹤0.01%	1006
2023 Q4	$4.5K	Buy	997 +1	+0.1%	+$4	﹤0.01%	1104
2023 Q3	$4K	Sell	996 -12	-1%	-$48	﹤0.01%	1093
2023 Q2	$3.86K	Buy	1,008 +212	+27%	+$785	﹤0.01%	1122
2023 Q1	$3.02K	Hold	796	–	–	﹤0.01%	1200
2022 Q4	$2.98K	Sell	796 -48	-6%	-$166	﹤0.01%	1216
2022 Q3	$3K	Buy	844 +347	+70%	+$1.26K	﹤0.01%	1212
2022 Q2	$2K	Sell	497 -369	-43%	-$1.41K	﹤0.01%	1355
2022 Q1	$4K	Buy	+866	New	+$3.91K	﹤0.01%	1158

Other funds holding NMR

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return