NUSC β€” NUVEEN ESG SMALL-CAP ETF

Ownership history in ST GERMAIN D J CO INC  Β·  6 quarters on record

AI Ownership Summary

ST GERMAIN D J CO INC reported NUVEEN ESG SMALL-CAP ETF (NUSC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows NUSC at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ST GERMAIN D J CO INC's position in NUVEEN ESG SMALL-CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NUSC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ST GERMAIN D J CO INC held NUSC β€” position size vs. price
% of Fund (quarterly)    NUSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 65,048 +1,577 +2.5% 0.12% $2.9M 2026-04-13 $47.64
2025 Q4 ADDED 63,471 +4,656 +7.9% 0.11% $2.8M 2026-01-29 $47.50
2025 Q3 ADDED 58,815 +3,073 +5.5% 0.10% $2.6M 2025-10-07 $43.76
2025 Q2 REDUCED 55,742 -4,738 -7.8% 0.10% $2.3M 2025-07-16 $40.95
2025 Q1 ADDED 60,480 +12,176 +25.2% 0.11% $2.3M 2025-04-09 $36.07
2024 Q4 INITIATED 48,304 β€” β€” 0.09% $2.0M 2025-01-10 $40.98

FAQ About ST GERMAIN D J CO INC and NUSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ST GERMAIN D J CO INC reported owning NUSC?

ST GERMAIN D J CO INC reported NUSC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NUSC position in ST GERMAIN D J CO INC's portfolio?

The largest reported portfolio weight for NUSC was 0.12% in 2026 Q1.

What is the latest reported NUSC position on this page?

The most recent filing on this page is 2026 Q1, when ST GERMAIN D J CO INC reported 65,048 shares, equal to 0.12% of portfolio, with an estimated market value of $2.9M.

What does the chart on this NUSC ownership page compare?

The chart compares ST GERMAIN D J CO INC's quarterly NUSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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