Chevy Chase Trust
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Chevy Chase Trust’s Neuberger Core Equity ETF NBCR Stock Holding History

Chevy Chase Trust’s Portfolio NBCR Stock Details NBCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-44,950
Closed -$1.33M – 669
2026
Q1 		$1.33M Buy
+44,950
New +$1.4M ﹤0.01% 569

Other funds holding NBCR

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IBEX Wealth Advisors
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Chevy Chase Trust's NBCR Position: Q2 2026 in Review

Chevy Chase Trust sold out of Neuberger Core Equity ETF (NBCR) in Q2 2026, closing a stake of 44,950 shares — an estimated $1.33M sold.

Chevy Chase Trust first reported a position in NBCR in Q1 2026 and held it in 1 quarter. The position peaked at $1.33M in Q1 2026. 15 funds tracked by Wall St. Rank hold NBCR as of Q2 2026.

  • Chevy Chase Trust reported no remaining Neuberger Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Chevy Chase Trust sold 44,950 Neuberger Core Equity ETF shares in Q2 2026, an estimated $1.33M.
  • Chevy Chase Trust first reported a position in Neuberger Core Equity ETF in Q1 2026 and held it in 1 quarter.
  • Chevy Chase Trust's Neuberger Core Equity ETF position peaked at $1.33M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.