BWA
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Basecamp Wealth Advisors’s National Bank Holdings NBHC Stock Holding History

Basecamp Wealth Advisors’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% 1765
2026
Q1 		$117 Buy
+3
New +$120 ﹤0.01% 1919

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

Basecamp Wealth Advisors's NBHC Position: Q2 2026 in Review

Basecamp Wealth Advisors 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 #1765.

Basecamp Wealth Advisors first reported a position in NBHC in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold NBHC as of Q2 2026.

  • Basecamp Wealth Advisors held 3 shares of National Bank Holdings worth $133 as of Q2 2026.
  • Basecamp Wealth Advisors left its National Bank Holdings share count unchanged in Q2 2026.
  • National Bank Holdings made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1765 holding.
  • Basecamp Wealth Advisors first reported a position in National Bank Holdings in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held National Bank Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.