Superior Planning, LLC’s National Bank Holdings NBHC Stock Holding History

Superior Planning, LLC’s Portfolio NBHC Stock Details NBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.56K	Buy	+142	New	+$6.04K	﹤0.01%	1159

Other funds holding NBHC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's NBHC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in National Bank Holdings (NBHC) in Q3 2026: 142 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

133 funds tracked by Wall St. Rank hold NBHC as of Q3 2026.

Superior Planning, LLC held 142 shares of National Bank Holdings worth $5.56K as of Q3 2026.
National Bank Holdings was a new Superior Planning, LLC position in Q3 2026.
National Bank Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1159 holding.
133 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.