BFS
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Bare Financial Services’s National Bank Holdings NBHC Stock Holding History

Bare Financial Services’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 		$622 Hold
14
– – ﹤0.01% 1577
2026
Q1 		$548 Hold
14
– – ﹤0.01% 1476
2025
Q4 		$532 Sell
14
-6
-30% -$226 ﹤0.01% 1354
2025
Q3 		$773 Hold
20
– – ﹤0.01% 1093
2025
Q2 		$752 Buy
+20
New +$729 ﹤0.01% 992

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

Bare Financial Services's NBHC Position: Q2 2026 in Review

Bare Financial Services held its National Bank Holdings (NBHC) position steady in Q2 2026 at 14 shares worth $622. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Bare Financial Services first reported a position in NBHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $773 in Q3 2025. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Bare Financial Services held 14 shares of National Bank Holdings worth $622 as of Q2 2026.
  • Bare Financial Services left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1577 holding.
  • Bare Financial Services first reported a position in National Bank Holdings in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's National Bank Holdings position peaked at $773 in Q3 2025.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.