MAI Capital Management
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MAI Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

MAI Capital Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5
Closed -$87 – 4321
2026
Q1 		$87 Hold
5
– – ﹤0.01% 4783
2025
Q4 		$88 Hold
5
– – ﹤0.01% 4178
2025
Q3 		$88 Hold
5
– – ﹤0.01% 3748
2025
Q2 		$87 Hold
5
– – ﹤0.01% 3898
2025
Q1 		$86 Hold
5
– – ﹤0.01% 3368
2024
Q4 		$86 Buy
+5
New +$86 ﹤0.01% 3435

Other funds holding SMB

Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MAI Capital Management sold out of VanEck Short Muni ETF (SMB) in Q2 2026, closing a stake of 5 shares — an estimated $87 sold.

MAI Capital Management first reported a position in SMB in Q4 2024 and held it in 6 quarters. The position peaked at $88 in Q4 2025. 106 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • MAI Capital Management reported no remaining VanEck Short Muni ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 5 VanEck Short Muni ETF shares in Q2 2026, an estimated $87.
  • MAI Capital Management first reported a position in VanEck Short Muni ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's VanEck Short Muni ETF position peaked at $88 in Q4 2025.
  • 106 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

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