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 Q1	$278K	Buy	+11,050	New	+$290K	﹤0.01%	623

Other funds holding NBSM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Chevy Chase Trust's NBSM Position: Q1 2026 in Review

Chevy Chase Trust opened a new position in Neuberger Small-Mid Cap ETF (NBSM) in Q1 2026: 11,050 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

Chevy Chase Trust held 11,050 shares of Neuberger Small-Mid Cap ETF worth $278K as of Q1 2026.
Neuberger Small-Mid Cap ETF was a new Chevy Chase Trust position in Q1 2026.
Neuberger Small-Mid Cap ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #623 holding.
19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.