Position in NMR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,226,390
+$582,464 QoQ
Shares Held
139,680
+71.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#49
of 298 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $182,731,239 across 19 Capital Markets names. NMR ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
150,189 | $151,896,648 | |
| 2 | SCHW |
Schwab Charles Corp
|
99,476 | $9,178,650 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
84,905 | $8,514,273 | |
| 4 | MS |
Morgan Stanley
|
21,183 | $4,428,093 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,672 | $1,538,170 | |
| 6 | NMR |
Nomura Holdings Inc
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|
139,680 | $1,226,390 | |
| 7 | SF |
Stifel Financial Corp
|
14,139 | $986,477 | |
| 8 | GOLD |
Gold.com, Inc.
|
19,187 | $798,371 |
All Filings in NMR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,390 | 139,680 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $643,926 | 81,613 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $758,573 | 90,414 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $658,400 | 90,564 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $292,612 | 44,470 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $290,138 | 47,177 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $177,920 | 30,729 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $170,078 | 32,582 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $133,523 | 23,101 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $123,161 | 19,184 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $83,448 | 18,503 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $86,421 | 21,498 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $70,659 | 18,449 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $84,728 | 22,297 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $48,787 | 13,010 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $97,475 | 29,538 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $112,637 | 31,463 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $77,133 | 18,278 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $49,617 | 11,459 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $68,651 | 13,897 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $58,188 | 11,432 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $54,264 | 10,124 | Shares | Sole | 2021-05-17 | |
| 2020-03-31 | $76,398 | 17,892 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||