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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aigen Investment Management's NBHC Position: Q1 2026 in Review

Aigen Investment Management sold out of National Bank Holdings (NBHC) in Q1 2026, closing a stake of 5,806 shares — an estimated $221K sold.

Aigen Investment Management first reported a position in NBHC in Q4 2019 and held it in 9 quarters. The position peaked at $555K in Q3 2025. 216 funds tracked by Wall St. Rank hold NBHC as of Q1 2026.

Aigen Investment Management reported no remaining National Bank Holdings position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 5,806 National Bank Holdings shares in Q1 2026, an estimated $221K.
Aigen Investment Management first reported a position in National Bank Holdings in Q4 2019 and held it in 9 quarters.
Aigen Investment Management's National Bank Holdings position peaked at $555K in Q3 2025.
216 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.