KFA
NBIS

Kapstone Financial Advisors’s Nebius Group N.V. NBIS Stock Holding History

Kapstone Financial Advisors’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
+2,000
New +$200K 0.1% 135
2025
Q4 		– Sell
-2,777
Closed -$312K – 139
2025
Q3 		$312K Buy
+2,777
New +$193K 0.15% 74

Other funds holding NBIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
AL4A
Accel Leaders 4 Associates Palo Alto, California $475M AUM 391.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kapstone Financial Advisors's NBIS Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in Nebius Group N.V. (NBIS) in Q1 2026: 2,000 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #135 among its holdings. This is a return to the name: Kapstone Financial Advisors previously reported a position in NBIS as recently as Q3 2025.

Kapstone Financial Advisors first reported a position in NBIS in Q3 2025 and has held it in 2 quarters since. The position peaked at $312K in Q3 2025. 723 funds tracked by Wall St. Rank hold NBIS as of Q1 2026.

  • Kapstone Financial Advisors held 2,000 shares of Nebius Group N.V. worth $208K as of Q1 2026.
  • Nebius Group N.V. was a new Kapstone Financial Advisors position in Q1 2026.
  • Nebius Group N.V. made up 0.1% of Kapstone Financial Advisors's portfolio in Q1 2026, its #135 holding.
  • Kapstone Financial Advisors first reported a position in Nebius Group N.V. in Q3 2025 and has held it in 2 quarters since.
  • Kapstone Financial Advisors's Nebius Group N.V. position peaked at $312K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.