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Steward Partners Investment Advisory’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Steward Partners Investment Advisory’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Buy
+13,060
New +$495K ﹤0.01% 1681

Other funds holding BSMC

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steward Partners Investment Advisory's BSMC Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Brandes US Small-Mid Cap Value ETF (BSMC) in Q2 2026: 13,060 shares worth $509K. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings.

22 funds tracked by Wall St. Rank hold BSMC as of Q2 2026.

  • Steward Partners Investment Advisory held 13,060 shares of Brandes US Small-Mid Cap Value ETF worth $509K as of Q2 2026.
  • Brandes US Small-Mid Cap Value ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Brandes US Small-Mid Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1681 holding.
  • 22 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.