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Barry Investment Advisors’s NB Bancorp NBBK Stock Holding History

Barry Investment Advisors’s Portfolio NBBK Stock Details NBBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$179K – 112
2025
Q2 		$179K Hold
10,000
– – 0.04% 100
2025
Q1 		$181K Hold
10,000
– – 0.05% 102
2024
Q4 		$181K Hold
10,000
– – 0.06% 106
2024
Q3 		$186K Sell
10,000
-10,000
-50% -$177K 0.06% 110
2024
Q2 		$302K Hold
20,000
– – 0.1% 90
2024
Q1 		$273K Buy
+20,000
New +$279K 0.09% 96

Other funds holding NBBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barry Investment Advisors's NBBK Position: Q3 2025 in Review

Barry Investment Advisors sold out of NB Bancorp (NBBK) in Q3 2025, closing a stake of 10,000 shares — an estimated $179K sold.

Barry Investment Advisors first reported a position in NBBK in Q1 2024 and held it in 6 quarters. The position peaked at $302K in Q2 2024. 145 funds tracked by Wall St. Rank hold NBBK as of Q3 2025.

  • Barry Investment Advisors reported no remaining NB Bancorp position as of Q3 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 10,000 NB Bancorp shares in Q3 2025, an estimated $179K.
  • Barry Investment Advisors first reported a position in NB Bancorp in Q1 2024 and held it in 6 quarters.
  • Barry Investment Advisors's NB Bancorp position peaked at $302K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held NB Bancorp as of Q3 2025.

Based on Barry Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.