Avidian Wealth Enterprises’s National Bank Holdings NBHC Stock Holding History

Avidian Wealth Enterprises’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	$291K	Buy	+7,419	New	+$316K	0.01%	613

Other funds holding NBHC

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

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises's NBHC Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in National Bank Holdings (NBHC) in Q3 2026: 7,419 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings.

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

Avidian Wealth Enterprises held 7,419 shares of National Bank Holdings worth $291K as of Q3 2026.
National Bank Holdings was a new Avidian Wealth Enterprises position in Q3 2026.
National Bank Holdings made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #613 holding.
50 funds tracked by Wall St. Rank held National Bank Holdings as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.