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
Q2 		$552K Hold
2,000
– – 0.23% 74
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 $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Kapstone Financial Advisors's NBIS Position: Q2 2026 in Review

Kapstone Financial Advisors held its Nebius Group N.V. (NBIS) position steady in Q2 2026 at 2,000 shares worth $552K. The position accounts for 0.23% of the portfolio, ranked #74.

Kapstone Financial Advisors first reported a position in NBIS in Q3 2025 and has held it in 3 quarters since. 1,066 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • Kapstone Financial Advisors held 2,000 shares of Nebius Group N.V. worth $552K as of Q2 2026.
  • Kapstone Financial Advisors left its Nebius Group N.V. share count unchanged in Q2 2026.
  • Nebius Group N.V. made up 0.23% of Kapstone Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Kapstone Financial Advisors first reported a position in Nebius Group N.V. in Q3 2025 and has held it in 3 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.