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SNS Financial Group’s Novartis NVS Stock Holding History

SNS Financial Group’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$984K Buy
+6,278
New +$941K 0.02% 301

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

SNS Financial Group's NVS Position: Q2 2026 in Review

SNS Financial Group opened a new position in Novartis (NVS) in Q2 2026: 6,278 shares worth $984K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

1,198 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • SNS Financial Group held 6,278 shares of Novartis worth $984K as of Q2 2026.
  • Novartis was a new SNS Financial Group position in Q2 2026.
  • Novartis made up 0.02% of SNS Financial Group's portfolio in Q2 2026, its #301 holding.
  • 1,198 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.