Position in NMR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$605,135
-$711,492 QoQ
Shares Held
68,922
-58.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#79
of 301 holders
Holding Since
Mar 2020
21 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, 2026Sequoia Financial Advisors, LLC holds $279,080,076 across 24 Capital Markets names. NMR ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
153,522 | $155,267,545 | |
| 2 | MS |
Morgan Stanley
|
280,037 | $58,538,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
327,673 | $30,234,387 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
182,934 | $9,143,041 | |
| 5 | TW |
Tradeweb Markets Inc.
|
77,150 | $7,688,769 | |
| 6 | EVR |
Evercore Inc.
|
21,658 | $7,394,907 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
35,742 | $3,584,207 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,304 | $1,245,020 |
All Filings in NMR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,135 | 68,922 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,316,627 | 166,873 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $416,479 | 49,640 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $399,595 | 54,965 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $211,797 | 32,188 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $201,984 | 32,843 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $188,533 | 32,562 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $208,632 | 39,968 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $241,511 | 41,784 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $204,720 | 31,888 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $138,096 | 30,620 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $167,529 | 41,674 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $92,835 | 24,239 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $79,450 | 20,908 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $88,177 | 23,514 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $36,741 | 10,263 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $114,193 | 27,060 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $90,912 | 20,996 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $51,006 | 10,021 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $46,839 | 10,227 | Shares | Sole | 2020-10-23 | |
| 2020-03-31 | $49,472 | 11,586 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||