Valeo Financial Advisors’s Nomura Holdings NMR Stock Holding History

Valeo Financial 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	$132K	Buy	15,088 +736	+5%	+$6.12K	﹤0.01%	790
2026 Q1	$113K	Sell	14,352 -7,040	-33%	-$60.6K	﹤0.01%	712
2025 Q4	$179K	Buy	21,392 +1,231	+6%	+$9.19K	﹤0.01%	766
2025 Q3	$147K	Buy	20,161 +6,498	+48%	+$45.6K	﹤0.01%	778
2025 Q2	$89.9K	Sell	13,663 -72	-0.5%	-$421	﹤0.01%	743
2025 Q1	$84.5K	Buy	13,735 +1,003	+8%	+$6.38K	﹤0.01%	664
2024 Q4	$73.7K	Sell	12,732 -1,577	-11%	-$8.95K	﹤0.01%	710
2024 Q3	$74.7K	Buy	14,309 +857	+6%	+$4.87K	﹤0.01%	681
2024 Q2	$77.8K	Hold	13,452	–	–	﹤0.01%	634
2024 Q1	$79.5K	Hold	13,452	–	–	﹤0.01%	631
2023 Q4	$60.7K	Buy	13,452 +2,304	+21%	+$9.48K	﹤0.01%	622
2023 Q3	$44.8K	Buy	+11,148	New	+$44.4K	﹤0.01%	604
2023 Q2	–	Sell	-12,028	Closed	-$45.7K	–	655
2023 Q1	$45.7K	Hold	12,028	–	–	﹤0.01%	587
2022 Q4	$45.1K	Buy	+12,028	New	+$41.6K	﹤0.01%	520
2018 Q4	–	Sell	-786	Closed	-$4K	–	1644
2018 Q3	$4K	Hold	786	–	–	﹤0.01%	1279
2018 Q2	$4K	Buy	+786	New	+$4.28K	﹤0.01%	1199

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

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

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return