MCM
NBCR

MAI Capital Management’s Neuberger Core Equity ETF NBCR Stock Holding History

MAI Capital Management’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
-1,676
Closed -$49.7K – 4886
2026
Q1 		$49.7K Buy
1,676
+1,317
+367% +$41.1K ﹤0.01% 2224
2025
Q4 		$11.3K Buy
+359
New +$11.2K ﹤0.01% 2798

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 $59.8B AUM 29.42% 1-Year Est. Return
IWA
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
HWM
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

MAI Capital Management's NBCR Position: Q2 2026 in Review

MAI Capital Management sold out of Neuberger Core Equity ETF (NBCR) in Q2 2026, closing a stake of 1,676 shares — an estimated $49.7K sold.

MAI Capital Management first reported a position in NBCR in Q4 2025 and held it in 2 quarters. The position peaked at $49.7K in Q1 2026. 15 funds tracked by Wall St. Rank hold NBCR as of Q2 2026.

  • MAI Capital Management reported no remaining Neuberger Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,676 Neuberger Core Equity ETF shares in Q2 2026, an estimated $49.7K.
  • MAI Capital Management first reported a position in Neuberger Core Equity ETF in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Neuberger Core Equity ETF position peaked at $49.7K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.