· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $28.64Day +1.62%1Y +35.5%Off 52W high −7.1%Vol (1Y) 18.5%
Daily closing price, split-adjusted to the current basis; 3y shown of 940 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
NBCM is not in the screener universe.
| YTD+26.6% |
| 1Y+35.5% |
| 3Y+49.7% |
| Since incept. (ann.)+12.5% |
Total return through 2026-07-29 · series begins 2022-10-24. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)18.5% |
| Ann. volatility (3Y)14.9% |
| Sharpe (1Y)1.81 |
| Sharpe (3Y)0.98 |
| Max drawdown (1Y)−14.8% |
| Max drawdown (3Y)−14.8% |
| Beta (3Y vs SPY)−0.09 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 3.9M | $110M | — | +6.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.3M | $94M | — | −31.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $38M | — | +28.8% |
| Private Advisor Group, LLC | 212,233 | $6M | — | −1.7% |
| LPL Financial LLC | 179,038 | $5M | — | +24.1% |
| STIFEL FINANCIAL CORP | 147,680 | $4M | — | +38.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 126,777 | $4M | — | new |
| IAG Wealth Partners, LLC | 121,157 | $3M | — | −18.8% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for NBCM.
