Lester Murray Antman dba SimplyRich NMR — NOMURA HOLDINGS INC ADR SPONSORED

Ownership history in Lester Murray Antman dba SimplyRich  ·  10 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported NOMURA HOLDINGS INC ADR SPONSORED (NMR) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows NMR at 0.18% 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 Lester Murray Antman dba SimplyRich's position in NOMURA HOLDINGS INC ADR SPONSORED, 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
2026 Q1

NMR was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

NMR stock page Lester Murray Antman dba SimplyRich fund profile Lester Murray Antman dba SimplyRich full holdings
How Lester Murray Antman dba SimplyRich held NMR — position size vs. price
% of Fund (quarterly)    NMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 88,146 +13,067 +17.4% 0.18% $695 2026-05-01 $7.81
2025 Q4 ADDED — — — 75,079 +2,243 +3.1% 0.16% $629K 2026-01-23 $8.96
2025 Q3 REDUCED — — — 72,836 -106 -0.1% 0.14% $529K 2025-10-10 $6.73
2025 Q2 REDUCED 31.0% +13.2% ❌ 72,942 -32,785 -31.0% 0.13% $479K 2025-07-24 $6.75
2025 Q1 ADDED — — — 105,727 +27,286 +34.8% 0.19% $650K 2025-05-09 $5.63
2024 Q4 REDUCED 6.1% +10.4% ❌ 78,441 -5,114 -6.1% 0.13% $454K 2025-01-29 $6.17
2024 Q3 ADDED — — — 83,555 +10,223 +13.9% 0.12% $436K 2024-10-18 $5.14
2024 Q2 ADDED — — — 73,332 +1,754 +2.5% 0.13% $423K 2024-07-26 $5.41
2024 Q1 ADDED — — — 71,578 +60,019 +519.2% 0.15% $460K 2024-05-03 $5.45
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NMR

As of 2026 Q1 — sorted by position size

DONALD SMITH & CO., INC. 3Y 7Y 1.87% Integrated Quantitative Investments LLC 0.71% Carrera Capital Advisors 0.7% DMC Group, LLC 3Y 0.27% Gallacher Capital Management LLC 3Y 0.2% EntryPoint Capital, LLC 0.17% MARIETTA INVESTMENT PARTNERS LLC 3Y 7Y 0.17% Ethic Inc. 3Y 0.14% Ellevest, Inc. 3Y 7Y 0.1% Brown Financial Advisors 0.09%

FAQ About Lester Murray Antman dba SimplyRich and NMR

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

How long has Lester Murray Antman dba SimplyRich reported owning NMR?

Lester Murray Antman dba SimplyRich reported NMR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NMR position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for NMR was 0.19% in 2025 Q1.

What is the latest reported NMR position on this page?

The most recent filing on this page is 2026 Q1, when Lester Murray Antman dba SimplyRich reported 88,146 shares, equal to 0.18% of portfolio, with an estimated market value of $695.

What does the chart on this NMR ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich'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.

How well did Lester Murray Antman dba SimplyRich time their NMR position?

Based on 13F filing dates vs. subsequent NMR price moves, Lester Murray Antman dba SimplyRich correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on NMR relative to SPY over the holding period was +18.5%.

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