Cassady Schiller Wealth Management’s NB Bancorp NBBK Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$289	Buy	+16	New	+$307	﹤0.01%	1049

Other funds holding NBBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's NBBK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in NB Bancorp (NBBK) in Q4 2024: 16 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings.

113 funds tracked by Wall St. Rank hold NBBK as of Q4 2024.

Cassady Schiller Wealth Management held 16 shares of NB Bancorp worth $289 as of Q4 2024.
NB Bancorp was a new Cassady Schiller Wealth Management position in Q4 2024.
NB Bancorp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1049 holding.
113 funds tracked by Wall St. Rank held NB Bancorp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.