Chevy Chase Trust
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Chevy Chase Trust’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Chevy Chase Trust’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
Q2 		– Sell
-11,050
Closed -$278K – 668
2026
Q1 		$278K Buy
+11,050
New +$290K ﹤0.01% 623

Other funds holding NBSM

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $173M AUM 19.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Chevy Chase Trust sold out of Neuberger Small-Mid Cap ETF (NBSM) in Q2 2026, closing a stake of 11,050 shares — an estimated $278K sold.

Chevy Chase Trust first reported a position in NBSM in Q1 2026 and held it in 1 quarter. The position peaked at $278K in Q1 2026. 23 funds tracked by Wall St. Rank hold NBSM as of Q2 2026.

  • Chevy Chase Trust reported no remaining Neuberger Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Chevy Chase Trust sold 11,050 Neuberger Small-Mid Cap ETF shares in Q2 2026, an estimated $278K.
  • Chevy Chase Trust first reported a position in Neuberger Small-Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Chevy Chase Trust's Neuberger Small-Mid Cap ETF position peaked at $278K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

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