CNBT
SMA

Cornerstone National Bank & Trust’s SmartStop Self Storage REIT SMA Stock Holding History

Cornerstone National Bank & Trust’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.4K Hold
974
– – 0.01% 144
2026
Q1 		$29.6K Buy
+974
New +$31.3K 0.01% 138

Other funds holding SMA

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cornerstone National Bank & Trust's SMA Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its SmartStop Self Storage REIT (SMA) position steady in Q2 2026 at 974 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #144.

Cornerstone National Bank & Trust first reported a position in SMA in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold SMA as of Q2 2026.

  • Cornerstone National Bank & Trust held 974 shares of SmartStop Self Storage REIT worth $32.4K as of Q2 2026.
  • Cornerstone National Bank & Trust left its SmartStop Self Storage REIT share count unchanged in Q2 2026.
  • SmartStop Self Storage REIT made up 0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #144 holding.
  • Cornerstone National Bank & Trust first reported a position in SmartStop Self Storage REIT in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.