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Southern Michigan Bank & Trust’s Novartis NVS Stock Holding History

Southern Michigan Bank & Trust’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 		$199K Hold
1,267
– – 0.07% 90
2026
Q1 		$194K Buy
+1,267
New +$194K 0.07% 84

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Morgan Stanley
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Southern Michigan Bank & Trust's NVS Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Novartis (NVS) position steady in Q2 2026 at 1,267 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #90.

Southern Michigan Bank & Trust first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,267 shares of Novartis worth $199K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.07% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #90 holding.
  • Southern Michigan Bank & Trust first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.