Position in NMR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$936,430
+$201,453 QoQ
Shares Held
106,655
+14.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#59
of 298 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $13,090,409 across 6 Capital Markets names. NMR ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,707 | $4,746,671 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,296 | $4,344,845 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,400 | $1,974,578 | |
| 4 | NMR |
Nomura Holdings Inc
This page
|
106,655 | $936,430 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,973 | $699,252 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,465 | $388,633 |
All Filings in NMR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,430 | 106,655 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $734,977 | 93,153 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $735,576 | 87,673 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $543,148 | 74,711 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $508,476 | 77,276 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $503,734 | 81,908 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $465,857 | 80,459 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $394,073 | 75,493 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $471,000 | 81,488 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $475,754 | 74,105 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $288,134 | 63,888 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $195,303 | 48,583 | Shares | Sole | 2023-10-19 | |
| 2022-06-30 | $45,956 | 12,837 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $106,690 | 25,282 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||