AIM
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Aigen Investment Management’s National Bank Holdings NBHC Stock Holding History

Aigen Investment Management’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
Q1 		– Sell
-5,806
Closed -$221K – 701
2025
Q4 		$221K Sell
5,806
-8,558
-60% -$322K 0.05% 454
2025
Q3 		$555K Buy
14,364
+6,134
+75% +$238K 0.09% 371
2025
Q2 		$310K Sell
8,230
-281
-3% -$10.2K 0.04% 518
2025
Q1 		$326K Buy
+8,511
New +$354K 0.05% 475
2024
Q1 		– Sell
-12,895
Closed -$480K – 903
2023
Q4 		$480K Buy
12,895
+3,916
+44% +$129K 0.09% 344
2023
Q3 		$267K Buy
+8,979
New +$288K 0.05% 561
2020
Q3 		– Sell
-14,156
Closed -$382K – 1024
2020
Q2 		$382K Buy
14,156
+13,052
+1,182% +$332K 0.05% 543
2020
Q1 		$26K Sell
1,104
-4,378
-80% -$136K ﹤0.01% 1066
2019
Q4 		$193K Buy
+5,482
New +$193K 0.03% 563

Other funds holding NBHC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return