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	–	1642
2018 Q3	$4K	Hold	786	–	–	﹤0.01%	1279
2018 Q2	$4K	Buy	+786	New	+$4.28K	﹤0.01%	1199

Other funds holding NMR

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Valeo Financial Advisors's NMR Position: Q2 2026 in Review

Valeo Financial Advisors increased its Nomura Holdings (NMR) stake by 5.1% in Q2 2026, buying an estimated $6.12K and bringing the position to 15,088 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Valeo Financial Advisors first reported a position in NMR in Q2 2018 and has held it in 16 quarters since. The position peaked at $179K in Q4 2025. 301 funds tracked by Wall St. Rank hold NMR as of Q2 2026.

Valeo Financial Advisors held 15,088 shares of Nomura Holdings worth $132K as of Q2 2026.
Valeo Financial Advisors bought 736 Nomura Holdings shares in Q2 2026, an estimated $6.12K.
Nomura Holdings made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #790 holding.
Valeo Financial Advisors first reported a position in Nomura Holdings in Q2 2018 and has held it in 16 quarters since.
Valeo Financial Advisors's Nomura Holdings position peaked at $179K in Q4 2025.
301 funds tracked by Wall St. Rank held Nomura Holdings as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.