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Barnes Pettey Financial Advisors’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Barnes Pettey Financial Advisors’s Portfolio NBSM Stock Details NBSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Buy
10,350
+889
+9% +$23.4K 0.11% 134
2025
Q4 		$239K Buy
9,461
+873
+10% +$22.1K 0.12% 129
2025
Q3 		$218K Buy
+8,588
New +$220K 0.12% 123

Other funds holding NBSM

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Barnes Pettey Financial Advisors's NBSM Position: Q1 2026 in Review

Barnes Pettey Financial Advisors increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 9.4% in Q1 2026, buying an estimated $23.4K and bringing the position to 10,350 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #134.

Barnes Pettey Financial Advisors first reported a position in NBSM in Q3 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

  • Barnes Pettey Financial Advisors held 10,350 shares of Neuberger Small-Mid Cap ETF worth $261K as of Q1 2026.
  • Barnes Pettey Financial Advisors bought 889 Neuberger Small-Mid Cap ETF shares in Q1 2026, an estimated $23.4K.
  • Neuberger Small-Mid Cap ETF made up 0.11% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • Barnes Pettey Financial Advisors first reported a position in Neuberger Small-Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.