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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in NMR — Nomura Holdings Inc

CIK 1463217 IRVING, TX
Back to NMR Full portfolio

Position in NMR

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$474,479
+$58,392 QoQ
Shares Held
54,041
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 301 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NMR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names. NMR ranks #10 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 37,373 $37,797,931
2 SCHW
Schwab Charles Corp
 147,353 $13,596,261
3 MS
Morgan Stanley
 49,436 $10,334,101
4 HOOD
Robinhood Markets, Inc.
 16,431 $1,647,700
5 SF
Stifel Financial Corp
 14,440 $1,007,478
6 IBKR
Interactive Brokers Group, Inc.
 10,585 $921,318
7 EVR
Evercore Inc.
 2,636 $900,035
8 LPLA
LPL Financial Holdings Inc.
 2,193 $617,724

All Filings in NMR

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $474,479 54,041
2026-03-31 $416,087 52,736
2025-12-31 $485,126 57,822
2025-09-30 $350,515 48,214
2025-06-30 $292,981 44,526
2025-03-31 $325,261 52,888
2024-12-31 $265,604 45,873
2024-09-30 $237,583 45,514
2024-06-30 $278,347 48,157
2024-03-31 $295,429 46,017
2023-12-31 $202,124 44,817