AF
NBHC icon

Allworth Financial’s National Bank Holdings NBHC Stock Holding History

Allworth Financial’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
Q2 		$42.6K Buy
958
+102
+12% +$4.31K ﹤0.01% 2626
2026
Q1 		$33.5K Buy
856
+260
+44% +$10.4K ﹤0.01% 2622
2025
Q4 		$22.7K Buy
596
+425
+249% +$16K ﹤0.01% 2732
2025
Q3 		$6.61K Buy
+171
New +$6.63K ﹤0.01% 3384

Other funds holding NBHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Allworth Financial's NBHC Position: Q2 2026 in Review

Allworth Financial increased its National Bank Holdings (NBHC) stake by 12% in Q2 2026, buying an estimated $4.31K and bringing the position to 958 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Allworth Financial first reported a position in NBHC in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Allworth Financial held 958 shares of National Bank Holdings worth $42.6K as of Q2 2026.
  • Allworth Financial bought 102 National Bank Holdings shares in Q2 2026, an estimated $4.31K.
  • National Bank Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2626 holding.
  • Allworth Financial first reported a position in National Bank Holdings in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.