Position in NMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$660,501
+$192,404 QoQ
Shares Held
75,228
+26.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 301 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $82,826,683 across 22 Capital Markets names. NMR ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,904 | $20,130,308 | |
| 2 | MS |
Morgan Stanley
|
88,496 | $18,499,203 | |
| 3 | SCHW |
Schwab Charles Corp
|
123,183 | $11,366,095 | |
| 4 | SF |
Stifel Financial Corp
|
58,941 | $4,112,313 | |
| 5 | PIPR |
Piper Sandler Companies
|
54,143 | $3,916,704 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
61,185 | $3,644,790 | |
| 7 | EVR |
Evercore Inc.
|
8,421 | $2,875,266 | |
| 8 | PJT |
PJT Partners Inc.
|
18,203 | $2,747,560 |
All Filings in NMR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,501 | 75,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $468,097 | 59,328 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $458,286 | 54,623 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $403,375 | 55,485 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $283,012 | 43,011 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $301,466 | 49,019 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $260,764 | 45,037 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $195,567 | 37,465 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $258,423 | 44,710 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $286,409 | 44,612 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $156,244 | 34,644 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $101,348 | 25,211 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $98,951 | 25,836 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $102,250 | 26,908 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $97,398 | 25,973 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $111,260 | 26,365 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $122,045 | 28,186 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $159,650 | 32,318 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $164,498 | 32,318 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $61,280 | 11,433 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $121,875 | 22,866 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $49,088 | 10,718 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||