AW
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Ankerstar Wealth’s National Bank Holdings NBHC Stock Holding History

Ankerstar Wealth’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 		$133 Hold
3
– – ﹤0.01% 940
2026
Q1 		$117 Hold
3
– – ﹤0.01% 909
2025
Q4 		$114 Buy
+3
New +$113 ﹤0.01% 994

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

Ankerstar Wealth's NBHC Position: Q2 2026 in Review

Ankerstar Wealth held its National Bank Holdings (NBHC) position steady in Q2 2026 at 3 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Ankerstar Wealth first reported a position in NBHC in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Ankerstar Wealth held 3 shares of National Bank Holdings worth $133 as of Q2 2026.
  • Ankerstar Wealth left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #940 holding.
  • Ankerstar Wealth first reported a position in National Bank Holdings in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.