Root Financial Partners
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Root Financial Partners’s Nomura Holdings NMR Stock Holding History

Root Financial Partners’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 		$7.06K Buy
+722
New +$7.15K ﹤0.01% 2084
2026
Q2 		– Sell
-479
Closed -$3.78K – 2199
2026
Q1 		$3.78K Buy
479
+45
+10% +$388 ﹤0.01% 2056
2025
Q4 		$3.64K Buy
434
+308
+244% +$2.3K ﹤0.01% 1863
2025
Q3 		$916 Buy
+126
New +$885 ﹤0.01% 2072

Other funds holding NMR

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Root Financial Partners's NMR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nomura Holdings (NMR) in Q3 2026: 722 shares worth $7.06K. The stake represents ﹤0.01% of the portfolio and ranks #2084 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NMR as recently as Q1 2026.

Root Financial Partners first reported a position in NMR in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold NMR as of Q3 2026.

  • Root Financial Partners held 722 shares of Nomura Holdings worth $7.06K as of Q3 2026.
  • Nomura Holdings was a new Root Financial Partners position in Q3 2026.
  • Nomura Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2084 holding.
  • Root Financial Partners first reported a position in Nomura Holdings in Q3 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held Nomura Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.