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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
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

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stage Harbor Financial's NBSM Position: Q2 2026 in Review

Stage Harbor Financial increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 7.3% in Q2 2026, buying an estimated $462K and bringing the position to 254,627 shares worth $7.31M. The position accounts for 4.22% of the portfolio, ranked #4.

Stage Harbor Financial first reported a position in NBSM in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold NBSM as of Q2 2026.

  • Stage Harbor Financial held 254,627 shares of Neuberger Small-Mid Cap ETF worth $7.31M as of Q2 2026.
  • Stage Harbor Financial bought 17,247 Neuberger Small-Mid Cap ETF shares in Q2 2026, an estimated $462K.
  • Neuberger Small-Mid Cap ETF made up 4.22% of Stage Harbor Financial's portfolio in Q2 2026, its #4 holding.
  • Stage Harbor Financial first reported a position in Neuberger Small-Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.