NMR β€” NOMURA HLDGS INC SPONSORED ADR

Ownership history in BSW Wealth Partners  Β·  21 quarters on record

AI Ownership Summary

BSW Wealth Partners reported NOMURA HLDGS INC SPONSORED ADR (NMR) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows NMR at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BSW Wealth Partners's position in NOMURA HLDGS INC SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NMR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BSW Wealth Partners held NMR β€” position size vs. price
% of Fund (quarterly)    NMR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 85,720 +4,839 +6.0% 0.09% $719K 2026-02-14 (Est.) $9.54
2025 Q3 ADDED 80,881 +3,518 +4.5% 0.07% $588K 2025-10-15 $7.06
2025 Q2 REDUCED 77,363 -1,997 -2.5% 0.07% $509K 2025-07-18 $6.32
2025 Q1 ADDED 79,360 +2,327 +3.0% 0.07% $488K 2025-04-24 $5.70
2024 Q4 ADDED 77,033 +1,078 +1.4% 0.07% $446K 2025-01-22 $5.88
2024 Q3 REDUCED 75,955 -11,113 -12.8% 0.06% $396K 2024-10-29 $5.06
2024 Q2 ADDED 87,068 +4,374 +5.3% 0.08% $503K 2024-07-16 $5.91
2024 Q1 ADDED 82,694 +28,510 +52.6% 0.09% $531K 2024-04-23 $5.51
2023 Q4 ADDED 54,184 +12,588 +30.3% 0.05% $244K 2024-01-25 $4.70
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NMR

As of 2026 Q1 β€” sorted by position size

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FAQ About BSW Wealth Partners and NMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BSW Wealth Partners reported owning NMR?

BSW Wealth Partners reported NMR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NMR position in BSW Wealth Partners's portfolio?

The largest reported portfolio weight for NMR was 0.09% in 2024 Q1.

What is the latest reported NMR position on this page?

The most recent filing on this page is 2025 Q4, when BSW Wealth Partners reported 85,720 shares, equal to 0.09% of portfolio, with an estimated market value of $719K.

What does the chart on this NMR ownership page compare?

The chart compares BSW Wealth Partners's quarterly NMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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