BSW Wealth Partners

Position in NMR — Nomura Holdings Inc

CIK 1512601 BOULDER, CO

Position in NMR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$744,096

-$1,303 QoQ

Shares Held

84,749

-10.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#71

of 298 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $3,735,734 across 4 Capital Markets names. NMR ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,469	$1,485,702
2	MS	Morgan Stanley	4,798	$1,002,973
3	NMR	Nomura Holdings Inc This page	84,749	$744,096
4	SCHW	Schwab Charles Corp	5,451	$502,963

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$744,096	84,749	-10.3%	Shares	Sole	2026-07-15
2026-03-31	$745,399	94,474	+10.2%	Shares	Sole	2026-04-14
2025-12-31	$719,190	85,720	+6.0%	Shares	Sole	2026-01-23
2025-09-30	$588,004	80,881	+4.5%	Shares	Sole	2025-10-15
2025-06-30	$509,048	77,363	-2.5%	Shares	Sole	2025-07-18
2025-03-31	$488,064	79,360	+3.0%	Shares	Sole	2025-04-24
2024-12-31	$446,021	77,033	+1.4%	Shares	Sole	2025-01-22
2024-09-30	$396,485	75,955	-12.8%	Shares	Sole	2024-10-29
2024-06-30	$503,253	87,068	+5.3%	Shares	Sole	2024-07-16
2024-03-31	$530,895	82,694	+52.6%	Shares	Sole	2024-04-23
2023-12-31	$244,369	54,184	+30.3%	Shares	Sole	2024-01-25
2023-09-30	$167,215	41,596	-41.5%	Shares	Sole	2023-10-27
2023-06-30	$272,121	71,050	+0.6%	Shares	Sole	2023-08-11
2023-03-31	$268,416	70,636	-3.4%	Shares	Sole	2023-05-15
2022-12-31	$274,260	73,136	+94.8%	Shares	Sole	2023-02-14
2022-06-30	$134,400	37,542	+11.5%	Shares	Sole	2022-08-15
2022-03-31	$142,133	33,681	+70.4%	Shares	Sole	2022-05-16
2021-12-31	$85,608	19,771	-3.0%	Shares	Sole	2022-02-14
2020-06-30	$90,509	20,385	-1.7%	Shares	Sole	2020-08-13
2020-03-31	$88,572	20,743	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.