Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Nomura Holdings NMR Stock Holding History

Pinnacle Wealth Planning Services’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 		$235K Sell
23,987
-3,310
-12% -$32.8K 0.02% 448
2026
Q2 		$240K Buy
27,297
+223
+0.8% +$1.86K 0.02% 459
2026
Q1 		$214K Sell
27,074
-1,682
-6% -$14.5K 0.02% 456
2025
Q4 		$241K Sell
28,756
-1,311
-4% -$9.8K 0.03% 401
2025
Q3 		$219K Sell
30,067
-2,032
-6% -$14.3K 0.03% 422
2025
Q2 		$211K Sell
32,099
-2,070
-6% -$12.1K 0.03% 410
2025
Q1 		$210K Buy
34,169
+649
+2% +$4.13K 0.03% 351
2024
Q4 		$194K Sell
33,520
-25,119
-43% -$143K 0.03% 358
2024
Q3 		$306K Buy
58,639
+134
+0.2% +$761 0.04% 298
2024
Q2 		$338K Hold
58,505
– – 0.05% 261
2024
Q1 		$376K Hold
58,505
– – 0.06% 242
2023
Q4 		$264K Sell
58,505
-900
-2% -$3.7K 0.04% 308
2023
Q3 		$239K Buy
59,405
+2,054
+4% +$8.18K 0.04% 311
2023
Q2 		$220K Buy
57,351
+1,931
+3% +$7.15K 0.04% 353
2023
Q1 		$211K Hold
55,420
– – 0.04% 377
2022
Q4 		$208K Buy
+55,420
New +$191K 0.04% 365
2022
Q2 		– Sell
-40,560
Closed -$171K – 458
2022
Q1 		$171K Buy
40,560
+215
+0.5% +$972 0.03% 383
2021
Q4 		$175K Buy
+40,345
New +$183K 0.03% 376
2021
Q1 		– Sell
-7,521
Closed -$40K – 1387
2020
Q4 		$40K Sell
7,521
-4,686
-38% -$23.2K 0.01% 894
2020
Q3 		$56K Buy
12,207
+60
+0.5% +$291 0.02% 268
2020
Q2 		$54K Sell
12,147
-4,464
-27% -$18.6K 0.02% 264
2020
Q1 		$70K Buy
16,611
+4,317
+35% +$20.5K 0.03% 224
2019
Q4 		$63K Buy
12,294
+1,161
+10% +$5.6K 0.03% 240
2019
Q3 		$47K Buy
+11,133
New +$42.3K 0.03% 203

Other funds holding NMR

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's NMR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Nomura Holdings (NMR) stake by 12% in Q3 2026, selling an estimated $32.8K and leaving 23,987 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #448.

Pinnacle Wealth Planning Services first reported a position in NMR in Q3 2019 and has held it in 24 quarters since. The position peaked at $376K in Q1 2024. 167 funds tracked by Wall St. Rank hold NMR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 23,987 shares of Nomura Holdings worth $235K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 3,310 Nomura Holdings shares in Q3 2026, an estimated $32.8K.
  • Nomura Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #448 holding.
  • Pinnacle Wealth Planning Services first reported a position in Nomura Holdings in Q3 2019 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Nomura Holdings position peaked at $376K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Nomura Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.