Position in NMR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$489,010
+$60,512 QoQ
Shares Held
55,696
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#91
of 301 holders
Holding Since
Jun 2024
9 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, 2026CHOREO, LLC holds $39,363,375 across 17 Capital Markets names. NMR ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,203 | $11,330,378 | |
| 2 | MS |
Morgan Stanley
|
47,633 | $9,957,202 | |
| 3 | SCHW |
Schwab Charles Corp
|
102,186 | $9,428,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,360 | $2,242,260 | |
| 5 | SF |
Stifel Financial Corp
|
15,639 | $1,091,133 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,631 | $1,022,780 | |
| 7 | EVR |
Evercore Inc.
|
1,854 | $633,029 | |
| 8 | MRX |
Marex Group Ltd
|
10,232 | $623,640 |
All Filings in NMR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,010 | 55,696 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $428,498 | 54,309 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $455,014 | 54,233 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $279,429 | 38,436 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $212,882 | 32,353 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $244,345 | 39,731 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $214,050 | 36,969 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $214,187 | 41,032 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $243,332 | 42,099 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||