Home › Stocks › NBSD

NBSD — NEUBERGER SHORT DURATION INCOM

Reported value held$373.17M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)7
Institutional value$373.17M · 7.39M sh
New / Add / Cut / Exit3 / 3 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +31.4% (+1.77M sh)
Institutional value change Up +30.9%

As of Q2 2026, 7 SEC-registered investment managers reported holding NBSD (NEUBERGER SHORT DURATION INCOM) in their latest 13F filings, with a combined reported value of $373.17M across 7.39M shares. That is +31.4% by share count (+1.77M shares) versus the previous quarter, while reported value moved +30.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 5.20M $262.43M 0.01% Add
Bank of America Corp history 1.74M $88.04M 0.01% Add
UBS Group AG history 318.93K $16.11M 0.00% Add
Citadel Advisors history 84.81K $4.28M 0.00% Reduce
Goldman Sachs Group history 44.54K $2.25M 0.00% New
Wells Fargo & Co history 1.21K $61.16K 0.00% New
JPMorgan Chase & Co history 35 $1.77K 0.00% New

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 3.99M $202.40M 0.01% Add
Bank of America Corp history 1.19M $60.14M 0.00% Add
UBS Group AG history 316.05K $16.03M 0.00% New
Citadel Advisors history 127.92K $6.49M 0.00% Add

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 2.47M $126.21M 0.01% Add
Bank of America Corp history 719.10K $36.81M 0.00% Add
Citadel Advisors history 30.09K $1.54M 0.00% Add

Q3 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 526.64K $26.94M 0.00% Add
Bank of America Corp history 122.07K $6.25M 0.00% New
Citadel Advisors history 12.83K $656.38K 0.00% New
Goldman Sachs Group history 5.68K $290.38K 0.00% Reduce

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 44.90K $2.29M 0.00% New
Morgan Stanley history 4 $204 0.00% Hold

Q1 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 4 $204 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
Morgan Stanley 5.20M 3.99M 2.47M 526.64K 4 4 4 12 12
Bank of America Corp 1.74M 1.19M 719.10K 122.07K — — — — —
UBS Group AG 318.93K 316.05K — — — — — — 1.05K
Citadel Advisors 84.81K 127.92K 30.09K 12.83K — — — — —
Goldman Sachs Group 44.54K — — 5.68K 44.90K — — — —
Wells Fargo & Co 1.21K — — — — — — — 9.10K
JPMorgan Chase & Co 35 — — — — — — — —

Download holders (CSV)