Stage Harbor Financial
NBSM icon

Stage Harbor Financial’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Stage Harbor Financial’s Portfolio NBSM Stock Details NBSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.11M Buy
260,684
+6,057
+2% +$173K 4.04% 6
2026
Q2 		$7.31M Buy
254,627
+17,247
+7% +$462K 4.22% 4
2026
Q1 		$5.98M Buy
237,380
+15,109
+7% +$397K 3.97% 6
2025
Q4 		$5.61M Buy
+222,271
New +$5.64M 3.78% 8

Other funds holding NBSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Broadway Wealth Solutions
Broadway Wealth Solutions San Antonio, Texas $223M AUM 10.78% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.22B AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Worth Financial Advisory Group
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stage Harbor Financial's NBSM Position: Q3 2026 in Review

Stage Harbor Financial increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 2.4% in Q3 2026, buying an estimated $173K and bringing the position to 260,684 shares worth $7.11M. The position accounts for 4.04% of the portfolio, ranked #6.

Stage Harbor Financial first reported a position in NBSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.31M in Q2 2026. 12 funds tracked by Wall St. Rank hold NBSM as of Q3 2026.

  • Stage Harbor Financial held 260,684 shares of Neuberger Small-Mid Cap ETF worth $7.11M as of Q3 2026.
  • Stage Harbor Financial bought 6,057 Neuberger Small-Mid Cap ETF shares in Q3 2026, an estimated $173K.
  • Neuberger Small-Mid Cap ETF made up 4.04% of Stage Harbor Financial's portfolio in Q3 2026, its #6 holding.
  • Stage Harbor Financial first reported a position in Neuberger Small-Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Stage Harbor Financial's Neuberger Small-Mid Cap ETF position peaked at $7.31M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.