SB
NUMV icon

Simmons Bank’s Nuveen ESG Mid-Cap Value ETF NUMV Stock Holding History

Simmons Bank’s Portfolio NUMV Stock Details NUMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Sell
9,582
-1,061
-10% -$44.3K 0.02% 296
2026
Q1 		$413K Sell
10,643
-37
-0.3% -$1.48K 0.03% 266
2025
Q4 		$418K Buy
10,680
+36
+0.3% +$1.4K 0.03% 265
2025
Q3 		$412K Sell
10,644
-422
-4% -$15.8K 0.03% 260
2025
Q2 		$399K Sell
11,066
-265
-2% -$9.06K 0.03% 262
2025
Q1 		$388K Hold
11,331
– – 0.03% 257
2024
Q4 		$394K Sell
11,331
-16
-0.1% -$586 0.03% 262
2024
Q3 		$418K Hold
11,347
– – 0.03% 256
2024
Q2 		$375K Hold
11,347
– – 0.03% 264
2024
Q1 		$388K Hold
11,347
– – 0.03% 272
2023
Q4 		$358K Hold
11,347
– – 0.03% 277
2023
Q3 		$323K Hold
11,347
– – 0.03% 275
2023
Q2 		$336K Buy
11,347
+1,494
+15% +$42.5K 0.03% 275
2023
Q1 		$283K Sell
9,853
-9,020
-48% -$274K 0.02% 297
2022
Q4 		$561K Hold
18,873
– – 0.05% 232
2022
Q3 		$536K Hold
18,873
– – 0.05% 237
2022
Q2 		$578K Buy
18,873
+75
+0.4% +$2.52K 0.05% 239
2022
Q1 		$677K Buy
18,798
+152
+0.8% +$5.43K 0.05% 243
2021
Q4 		$689K Hold
18,646
– – 0.05% 252
2021
Q3 		$677K Buy
18,646
+6,958
+60% +$256K 0.05% 250
2021
Q2 		$424K Buy
+11,688
New +$425K 0.03% 294

Other funds holding NUMV

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

Simmons Bank's NUMV Position: Q2 2026 in Review

Simmons Bank reduced its Nuveen ESG Mid-Cap Value ETF (NUMV) stake by 10% in Q2 2026, selling an estimated $44.3K and leaving 9,582 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #296.

Simmons Bank first reported a position in NUMV in Q2 2021 and has held it in 21 quarters since. The position peaked at $689K in Q4 2021. 45 funds tracked by Wall St. Rank hold NUMV as of Q2 2026.

  • Simmons Bank held 9,582 shares of Nuveen ESG Mid-Cap Value ETF worth $417K as of Q2 2026.
  • Simmons Bank sold 1,061 Nuveen ESG Mid-Cap Value ETF shares in Q2 2026, an estimated $44.3K.
  • Nuveen ESG Mid-Cap Value ETF made up 0.02% of Simmons Bank's portfolio in Q2 2026, its #296 holding.
  • Simmons Bank first reported a position in Nuveen ESG Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Simmons Bank's Nuveen ESG Mid-Cap Value ETF position peaked at $689K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Value ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.