Nuveen
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Nuveen’s Smith-Midland SMID Stock Holding History

Nuveen’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$112K Buy
+4,917
New +$134K ﹤0.01% 3984
2025
Q1 		– Sell
-6,070
Closed -$270K – 3312
2024
Q4 		$270K Hold
6,070
– – ﹤0.01% 3149
2024
Q3 		$203K Buy
+6,070
New +$194K ﹤0.01% 3217

Other funds holding SMID

Thompson Davis & Co
Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Advanced Asset Management Advisors
Advanced Asset Management Advisors Dublin, Ohio $387M AUM 26.23% 1-Year Est. Return
Womack Financial
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
Caldwell Sutter Capital
Caldwell Sutter Capital Sausalito, California $268M AUM 23.48% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen's SMID Position: Q3 2026 in Review

Nuveen opened a new position in Smith-Midland (SMID) in Q3 2026: 4,917 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #3984 among its holdings. This is a return to the name: Nuveen previously reported a position in SMID as recently as Q4 2024.

Nuveen first reported a position in SMID in Q3 2024 and has held it in 3 quarters since. The position peaked at $270K in Q4 2024. 22 funds tracked by Wall St. Rank hold SMID as of Q3 2026.

  • Nuveen held 4,917 shares of Smith-Midland worth $112K as of Q3 2026.
  • Smith-Midland was a new Nuveen position in Q3 2026.
  • Smith-Midland made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #3984 holding.
  • Nuveen first reported a position in Smith-Midland in Q3 2024 and has held it in 3 quarters since.
  • Nuveen's Smith-Midland position peaked at $270K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Smith-Midland as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.