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Harbour Investments’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Harbour Investments’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 		$2.15K Hold
75
– – ﹤0.01% 3995
2026
Q1 		$1.89K Buy
+75
New +$1.97K ﹤0.01% 3924

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

Harbour Investments's NBSM Position: Q2 2026 in Review

Harbour Investments held its Neuberger Small-Mid Cap ETF (NBSM) position steady in Q2 2026 at 75 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

Harbour Investments first reported a position in NBSM in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold NBSM as of Q2 2026.

  • Harbour Investments held 75 shares of Neuberger Small-Mid Cap ETF worth $2.15K as of Q2 2026.
  • Harbour Investments left its Neuberger Small-Mid Cap ETF share count unchanged in Q2 2026.
  • Neuberger Small-Mid Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3995 holding.
  • Harbour Investments first reported a position in Neuberger Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.