Osaic Holdings
NBCR

Osaic Holdings’s Neuberger Core Equity ETF NBCR Stock Holding History

Osaic Holdings’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 		$21.9K Hold
655
– – ﹤0.01% 6102
2026
Q1 		$19.4K Sell
655
-1,692
-72% -$52.8K ﹤0.01% 5879
2025
Q4 		$74K Buy
+2,347
New +$73.5K ﹤0.01% 4962

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

Osaic Holdings's NBCR Position: Q2 2026 in Review

Osaic Holdings held its Neuberger Core Equity ETF (NBCR) position steady in Q2 2026 at 655 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6102.

Osaic Holdings first reported a position in NBCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $74K in Q4 2025. 15 funds tracked by Wall St. Rank hold NBCR as of Q2 2026.

  • Osaic Holdings held 655 shares of Neuberger Core Equity ETF worth $21.9K as of Q2 2026.
  • Osaic Holdings left its Neuberger Core Equity ETF share count unchanged in Q2 2026.
  • Neuberger Core Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6102 holding.
  • Osaic Holdings first reported a position in Neuberger Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Osaic Holdings's Neuberger Core Equity ETF position peaked at $74K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.